Trainee Private Client Administrator

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.