Trainee Private Client Administrator

360 Search

360 Search are working with a Wealth Management Firm. The firm is one of the largest independently owned investment managers in the UK & Ireland.

360 Search are working with a Wealth Management Firm. The firm is one of the largest independently owned investment managers in the UK & Ireland. The Dublin office provides a mixture of business and personal financial services to their clients.  

The company have an opportunity for a trainee or junior Private Client Administrator to provide full administrative support to a private client team. Supporting the Senior Administrators and Investment Managers.
   
Key responsibilities:
  • Collate documentation for client meetings.
  • Liaise with Investment Settlement Operations and Banking department on administrative matters.
  • Assist in setting up new clients.
  • Collate and dispatch general documentation
  • Answering calls and assisting with client queries.
  • Draft client correspondence.
  • Maintain client files.  
Key Competencies:   
  • Communication skills: written and oral, will be required to communicate problems and updates to colleagues and external parties.
  • Teamwork: work as part of a team providing support to colleagues and managers.
  • Planning & Organising: Proficient in adopting a methodical approach to work – good organisational skills.
  • Technical Experience: sound knowledge of team and business area.
  • Problem solving: methodical approach to problem solution.
  • Customer Focus: Focusing on delivering internal and external customer satisfaction.  
Key Experience/Skills/Qualification:
  • Be able to deliver first class client service and work effectively as part of a team
  • Demonstrate an ability to communicate clearly both verbally and in writing
  • Have a methodical approach to problem solving
  • Have good organisational skills
  • A keen interest in investment management and the financial services industry
  • Have commenced studying towards the QFA or be willing to complete
Please Apply Now to be considered for this and similar opportunities.