Support Professional

1 day ago


Dublin, Dublin City, Ireland beBeeAdministrative Full time €40,000 - €60,000

Job Description

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We are seeking an Administrative Support professional to join our Wealth Management division. As a Client Service Executive, you will be responsible for providing general administrative support to a team of Directors, Associate Directors, and Senior Private Client Advisers.

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Main Responsibilities:

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  • Provide administrative support to the team, including preparation of investment presentations, collation of documentation, and auditing of customer relationship management systems.">
  • Act as the first point of contact for clients, dealing with their queries promptly and efficiently.">
  • Manage follow-up activities from client meetings, completion of minutes of meetings, and monitoring of tasks.">
  • Update and monitor CRM systems, preparing documentation to comply with legislative requirements in data management for our clients.">
  • Facilitate client requests by liaising with internal departments to ensure operational procedures and compliance obligations are met.">
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Requirements

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To be successful in this role, you will need:

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Key Skills and Qualifications:

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  • A minimum of 1 year of experience working in an administrative position.">
  • Degree or Masters level in Business/Finance related area.">
  • High level of proficiency in MS Word, Excel, Outlook, and PowerPoint.">
  • Flexible, positive attitude towards work.">
  • Excellent attention to detail.">
  • Ability to work effectively as part of a team.">
  • Professional telephone manner.">
  • Excellent organisational skills.">
  • Ability to prioritise own workload.">
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Benefits

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We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage.

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What We Offer:

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  • Competitive salary.">
  • Annual performance-related discretionary bonus.">
  • Annual flexible benefits.">
  • Employer pension contribution.">
  • Multiple insurance coverage.">
  • Training support provided by award-winning Learning & Development Team.">
  • Extensive sports & social programmes (including free on-site gym & fitness studio).">
  • Flexible working options.">
  • Employee assistance programme.">
  • Enhanced leave options.">
  • Social & community care initiatives.">
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About Us

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We are an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don't meet all of the requirements outlined in the job description, we still encourage you to apply.

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Eligibility

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