Financial Services Jobs

Jump back

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.


  • 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.


  • 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.

View similar positions

Customer Service Team Lead (Insurance)

Dublin City Centre


View Job
See All Related Jobs