Credit Union Associate

Description:

Our Client, a leading Wealth Management firm are looking to hire a Credit Union Support Team, Associate to join their Dublin office. This is a fantastic opportunity for someone who has a finance background and is looking to make a move into the Asset Management/Investment space.

The successful candidate will have excellent customer service and communication skills as well as minimum 1 years relevant work experience at Administrator level.

The Role

• Co-ordination of the daily cash investment process between Credit Unions, Investment Managers and deposit taking institution
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role
• Pricing and reconciliation of client portfolio assets
• Processing corporate actions and dividends across client accounts
• Assisting in the monthly client valuation reporting process
• Assist the large review of our KYC for CU clients in relation to Anti Money Laundering
• Support the CU sales team with monthly masters and complete client summary reports

The Candidate

• 1 years relevant work experience at Administrator level
• Excellent customer service and communication skills
• Strong administration and organisational skills
• Relevant 3rd level Degree in Business Finance, Economics or other related discipline
• Highly numerate and excellent attention to detail