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Wealth Management Administrator

Type Permanent

Salary Negotiable

Location Cork City

Ref # 6691

Barden are working closely with a wealth management company, based in Cork city who are looking for an experienced administrator to join their team. Looking for a highlight organised and detail-oriented individual to join the team. Their is the option for flexible working with this role.

As a Wealth Management Administrator, you will play a key role in supporting our wealth management team by providing administrative support and ensuring that our clients’ financial needs are met.

ABOUT THE ROLE

  • Manage client portfolios, including account opening, maintenance, and reporting.
  • Conduct research and analysis on financial products and services to support the wealth management team.
  • Prepare and process client account paperwork, including transfers and distributions.
  • Respond to client inquiries and requests in a timely and professional manner.
  • Collaborate with wealth management team members to ensure that client needs are being met.
  • Maintain client files and ensure compliance with regulatory requirements.
  • Assist with the preparation of client presentations and proposals.

ABOUT THE PERSON

  • Bachelor’s degree in finance, business, or related field.
  • Experience in wealth management or financial services environment is required.
  • Strong organizational and time-management skills.
  • Excellent communication and interpersonal skills.
  • Attention to detail and accuracy.

Barden’s Financial Services recruitment practice is where FS professionals go before they start looking for a job. Make sure you get expert advice about your financial services career from Barden first – your future is just too important to leave to chance.

Applications for this job are closed.

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