DescriptionTitle: Portfolio Administrative Assistant
Location: Cork, Ireland
Reporting to: Director of Wealth Management
Contract Type: Full time & Permanent
Role Summary:
The successful candidate will get the opportunity to work as a Portfolio Administration Assistant within a busy Portfolio Management team which services a mix of high-net-worth private clients, corporates, investment intermediaries and professional services firms. Cantor Fitzgerald are keen supporters of career progression with our organisation. This role can very much be a steppingstone to a junior Portfolio Manager role within the team or the wider Cantor Fitzgerald Ireland group.
Requirements:
Entry level experience (1-2 years’) within the Financial Services Sector
Minimum competitive education requirements for this role includes passing of the APA Stockbroking Exam and the Institute of Bankers QFA Exam within the first 12 months.
Proficiency in Microsoft Outlook (Excel and PowerPoint a priority)
Strong interpersonal skills
Ability to work under pressure
Ability to work as part of a team
ResponsibilitiesResponsibilities
General call handling for the Portfolio Management team of 6 from clients, advisors and professional services firms we deal with
Responsible for review of all team post including processing of share certs and cheques/draft that arrive.
Set up of new client accounts and liaising with our Onboarding team
Sending out valuations/statements when requested from clients
Monthly and Quarterly discretionary portfolio reporting requirements
Liaising with our Payments & Client Services teams upon request
Review of certain investment publications ensuring relevant information and links are up to date periodically
Involvement in all marketing initiatives (events, document/invite issuance etc) within our Intermediary business across the team
Assembling client meeting packs, marketing information and liaising with our marketing team upon request
Assembly of Probate valuations for estate planning purposes as part of our investment service to Legal firms.
Expenses reporting for the team of portfolio managers on a monthly basis