JOB TITLE                  Investments Administrator

 

JOB DESCRIPTION

The Investments Administrator will be responsible for the administration and processing of investments on our core products and services for our clients in a busy team environment. Our core products include Small Self-Administered Schemes (SSAS), Self-Invested Personal Pensions (SIPP), Approved Retirement Funds (ARF), Personal Retirement Savings Account (PRSA), Buy out Bonds (BOB) as well as our unit trust structures.

 

SALARY

Starting salary is €27,000 rising to €28,000 on successful completion of 6-month   probationary period.

 

ADDITIONAL BENEFITS

  • Health care cover
  • Educational support
  • Group Pension scheme
  • Social club / CSR committee
  • Facilitation of TaxSaver / Bike to work schemes                                                 

 

KEY RESPONSIBILITIES

This is primarily an administrative role supporting our Clients, Intermediaries, Sales Team and other Departments within the company. The typical day to day workload of an Investments Administrator would broadly consist of 60% administration work, 30% liaising with Investment Providers and Advisors, and 10% preparing reports. Some of the major attributes of the role include:

  • Assessing all new potential investments for our core products
  • Manage both new and existing book of private equity investments
  • Liaising with numerous third parties including Advisors, Investment Providers, Stockbrokers and Banks to ensure investments are managed in line with our procedures and rules
  • Deliver a first-class service to our Financial Advisors and Clients in line with our company policies
  • Ensuring all requests are processed in a timely manner
  • Ensuring that information provided in the client SORP is up to date and accurately reflects both the charges and asset mix of the scheme's investment(s)
  • Arrange for all banking requests to be processed in a timely manner

 

REQUIRED SKILLS & BEHAVIOURS

  • Communicate enthusiasm and commitment to achieving objectives and contributes to their team
  • Aptitude to organise tasks and manage workload efficiently
  • Ability to work both on own initiative and as part of a team
  • Listens to the needs of customers and act on what they are saying
  • Actively seeks out views, opinions and ideas from others
  • Investigate issues/problems to their best ability and seek assistance with basic understanding completed
  • Communicates with others in a professional and helpful way, conveying information clearly and concisely
  • Actively monitors own performance against personal, team and company targets
  • Understands the nature of their job requirements and who these services are targeted towards.
  • Shows respect for other members of the team and provides support for one another

 

QUALIFICATIONS / EXPERIENCE REQUIRED

  •   Third level qualification required, business related course preferable
  •   Experience in client facing roles beneficial
  •   Experience in administration work beneficial
  •   Good understanding of the basic principles of customer service
  •   Working knowledge of MS Office, Outlook and in any in-house systems

 

To apply for this role, please submit your CV to careers@itcgroup.ie