Client Administrator

Experience:

· Managing both physical and digital client documentation to ensure all information is up to date

· Updating information via Wealth Track or IO, our Client Relationship Management (CRM) systems, in addition to the Share Drive including, but not limited to:

· uploading documentation in a timely manner

· reviewing where appropriate, and carefully monitoring activity levels

· Completing client application forms on behalf of Advisers to ensure that all necessary information is captured correctly

· Effective case management from new business applications in pensions, investments and life assurance utilising the IO system and other available reporting tools, to when the policy is issued

· Carry out initial new business case checking to ensure applications are fully up to date and completed accurately

· Liaising closely via email and the phone with Advisers and other teams within the Company, as well as a variety of 3rd parties

· General administrative duties including, but not limited to, scanning, photocopying and filing

Ideal skillset:

· Collaborate and engage with the Compliance Manager to ensure all investment related information provided to our clients is accurate and fully up to date

· Adhere to all compliance obligations when processing new business cases including, but not limited to, AML and KYC protocols and administration in line with the Central Bank of Ireland obligations

· Keep abreast of the regulatory environment, data protection and the role of the Central Bank of Ireland

· Involvement in current and future project work

· Act at all times in a professional and ethical manner

Assist with other operational duties within the Company as required

If you are interested in this role, please contact me on darragh.oboyle@robertwalters.com or 0858154571