Private Client Administrator

1 month ago

Dublin, Ireland Evelyn Partners Full time
Job Description

What will you be doing?

We’re seeking an ambitious individual to join our Wealth Management team in Dublin, you will be responsible for providing full administrative support 1 to 2 Investment Managers, as well as building relationships with clients to deliver a positive and sleek client experience.

What’s in it for me?

As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.

This is a hybrid working role with a requirement to be in the office 3 days per week.

Some of your responsibilities will be to:

  • To work closely with the aligned Investment Managers to deliver excellent client outcomes. 
  • To build relationships with clients and maintain regular contact.
  • Accurately processing transactions and queries by following procedures correctly and meeting agreed deadlines.
  • Reviewing and updating procedures and documentation.
  • Maintain back-office systems and client records in line with the company policies.
  • Request policy information from third party policy providers if applicable.
  • Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.

Qualifications

To be successful in this role, you should have:

  • Previous experience working within wealth management in an administrative support role 
  • Experience and knowledge of financial products i.e. Pensions, ISAs, Investments, Bonds
  • Experience of supporting Senior Management and Investment Managers 
  • Experience of providing end to end support
  • Experience using Xplan and/ or Avaloq would be preferred 
  • Desirable to hold QFA Certificate in Professional Financial Advice or studying towards
  • Excellent communication skills both written and verbal, influencing and organisational skills.


Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients.  At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation.  It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. 

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process.  Please let your Recruiter know.

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