Description
ES Talent Management is proud to be partnering with a prestigious private wealth advisory firm based in South Dublin.
This is a fantastic opportunity for an ambitious individual looking to break into the wealth management sector. The ideal candidate will be eager to learn, driven to succeed, and passionate about building a long-term career—ultimately progressing into an advisory role in the future.
Please note-this role is in the office Monday-Friday 9-5
Key Responsibilities
The Role:
- Provide Administration Support to the CEO, this, involves inbox diary management, booking meetings and travel (flights)
- Management of existing Client Database
- Initial contact point for new business enquiries
- Meet Clients on arrival for client meetings.
- Liaising with platform and investment partners
Skills, Knowledge and Expertise
3-5 years previous experience working in an administrative role, preferably in a Financial Services role.- The ability to meet deadlines in a fast-moving environment.
- Work well under pressure, with strong attention to detail, and ability to multi-task.
- Strong technical skills with excellent knowledge of MS Word, Excel & Outlook, use of CRM systems (salesforce)Calendly (AI)
- Excellent Communications and Customer Service Skills.
- Customer-focused and driven.
- Team player with attention to detail and an ability to work on their own initiative.
- This role provides an ideal opportunity to develop a successful career in the wealth advisory industry.
The Company will provide:
- Full Training / Support for QFA exams.
- Career path and progression opportunities.
Benefits
Completive salary and benefits
Career path and progression opportunities.
About ES Talent Management
Our Talent Management solutions are people-led and expertise-driven. We understand the importance of people within a business and work closely with our clients to ensure that their people solutions bring their business strategies to life.
Our offering is different. The future of work is demanding a flexible and quality-driven model and we have created solutions that not only facilitate flexibility but actually foster agility, innovation and most importantly results.
We have a community of experienced, qualified and skilled professionals who we match to client assignments focussing not only on relevant skills but also on our value-added services.
We are part of the global HR-Path network, with partner companies who specialise in HR, Business & Technology Consulting, bringing in-depth knowledge of regulatory changes, evolving market trends and technology breakthroughs across our international network.
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