Client Administrator
We're seeking an ambitious individual to join our Wealth Management team in Dublin, you will be responsible for providing full administrative support for 1 to 2 Investment Managers, as well as building relationships with clients to deliver a positive and sleek client experience.
What's in it for me?
As a Client Administrator at Evelyn Partners Europe you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Pension Advisers which you will have the opportunity to collaborate with and learn from.
This is a hybrid working role with a requirement to be in the office 3 days per week.
Some of your responsibilities will be to:
- To work closely with the aligned Investment Managers to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Accurately processing transactions and queries by following procedures correctly and meeting agreed deadlines.
- Reviewing and updating procedures and documentation.
- Maintain back-office systems and client records in line with the company policies.
- Request policy information from third party policy providers if applicable.
- Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
Qualifications
To be successful in this role, you should have:
- Previous experience working within wealth management in an administrative support role
- Experience and knowledge of financial products i.e. Pensions, ISAs, Investments, Bonds
- Experience of supporting Senior Management and Investment Managers
- Experience of providing end to end support
- Experience using Xplan and/ or Avaloq would be an advantage
- Desirable to hold QFA Certificate in Professional Financial Advice or studying towards
- Excellent communication skills both written and verbal, influencing and organisational skills
Key Competencies
- Client Focus
- Communication
- Organisation
- Technical Understanding
- Problem‑Solving
- Pressure Handling
- IT Skills
- Professionalism
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.