Investment Services Administrator
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.