Investments Administrator
Job description:
Do you want to work as part of Cork & Dublin’s leading Financial Advisory Firm? Due to expansion in our Cork office we are looking for an enthusiastic person to join the Alpha Wealth team which will play a key role in being responsible for managing Alpha Wealth’s investment business.
Your New Role:
- You will be responsible for managing Alpha Wealth’s pipeline of investment business
- Assisting financial advisors in the preparation of client recommendation documents
- You will interact daily with some of Ireland’s largest investment producers
- You will communicate with clients over phone and email keeping them updated on the progress of their application
- You will be responsible for all aspects of compliance such as Anti Money Laundering requirements and Consumer Protection Code requirements
- You will support Financial Advisors with any ad hoc administration duties
- Excellent career progression opportunities into other areas of the business such as financial advisory or life & pensions administration
What you will need to succeed:
- Highly self-motivated & ability to work on own initiative
- Excellent attention to detail
- Strong organisational skills
- Be flexible in your day to day duties
Qualifications & skills required:
- 3rd level degree
Benefits of working with Alpha Wealth:
- Salary up to €32,000.00 p.a. (dependent on experience)
- Free parking on site
- Working hours to suit work-life balance (Monday to Friday 8.30am-4.30pm)
- Company Pension (on completion of probationary period)
Please email rocallaghan@alphawealth.ie to apply for the role.
Thanks & regards,
Alpha Wealth