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Investment Services Administrator

Investment Services Administrator

Investment Services Administrator

Job Category

Accounting & Finance

Job Industry

Financial Services

Job Location

Dublin 4, Leinster

Date Opened


Job Description

JWR Employment Specialists are working with a leading Irish owned investment company to recruit an Investment Services Administrator.


This is an excellent opportunity for a career motivated and business focused individual looking to start or develop their career in working in a fast paced financial services company. The role offers excellent on the job training and opportunity for further education will be provided.


The role also provides an attractive salary and a performance related bonus.             


Reporting to the Investment Manager the duties include;


·         On boarding large volumes of clients onto our CRM system.

·         Processing and reviewing of new business applications. Ensuring adherence to both company CDD procedures and AML Regulatory requirements.

·         Screening clients for sanctions, Politically Exposed Persons (PEPs) and adverse media.

·         Collection, analysis, and verification of legal and KYC documentation for corporate clients.

·         Assisting with Client and Intermediary queries.

·         Processing Life Office commission statements.

·         Management and servicing of existing client accounts.

·         Processing agency transfers, account updates and In-Specie transfers.

·         General support to the Administration Team.


·         Minimum Third Level Degree (Masters would be beneficial)

·         Good IT skills (Word, Excel & powerpoint)

·         Experience in financial services company or similar environment is helpful but not essential

·         Ideal candidate is a self-starter, organised and able to work to tight deadlines.


Performance related bonus
Defined contribution pension scheme 
Life and PHI cover
Educational Support

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