Investments Administrator

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

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