About the Role
We are seeking an ambitious individual to join our Wealth Management team in Dublin.
As a Client Administrator, you will be responsible for providing full administrative support to 1-2 Investment Managers, as well as building relationships with clients to deliver a positive and sleek client experience.
Main Responsibilities
* Work closely with aligned Investment Managers to deliver excellent client outcomes.
* Build relationships with clients and maintain regular contact.
* Accurately process transactions and queries by following procedures correctly and meeting agreed deadlines.
* Review and update procedures and documentation.
* Maintain back-office systems and client records in line with company policies.
Requirements
* Previous experience working within wealth management in an administrative support role.
* Experience and knowledge of financial products, such as Pensions, ISAs, Investments, Bonds.
* Experience of supporting Senior Management and Investment Managers.
* Excellent communication skills, both written and verbal, influencing and organisational skills.
About Evelyn Partners
For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services.
We are proud to value the differences that a diverse workforce brings, representative of society and our clients.