Wallace Myers International Executive Recruitment & Professional Staffing

Alanna Mulcair

Alanna has over 8 years Financial Services recruitment experience at a management level. She is a highly motivated, conscientious and dedicated individual with huge focus on Client/Candidate relationship management.

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Entry Level Investment Administrator - Wealth Management

Dublin South, Dublin
€24000 - €26000 per annum

Responsibilities will include:

  • Client portfolio administration. This includes pre & post retirement pension structures, protection benefits & investment portfolios.
  • Liaising with clients regarding administration queries on their portfolio.
  • Liaising with advisors to ensure that all aspects of the client file are compliant.

The ideal candidates will have the following skills and qualifications:

  • BA - preferably business related.
  • Ideally 1 years' relevant experience (Financial Advisory firm/Life & Pensions Broker).
  • Microsoft Word, Excel and Outlook (Intermediate).
  • Must have a demonstrable interest in business and finance.
  • Ability to prioritise own workload.
  • Good oral and written communication skills.
  • Ability to work as part of a team.
  • Flexible and enthusiastic.
  • Numeracy and excellent organisation skills are essential for this position.
  • The successful candidates are likely to be confident multi-taskers with a good work ethic and keen attention to detail.

At Wallace Myers International Recruitment Agency we specialise in sourcing professionals for key industries and services. See our website for more details.

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This position was pPosted on 10 Jan 2023

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