Asset Administrator

Asset Administrator

We are Unio, an established Wealth Management business backed by Great-West Lifeco, a leading global financial services company.

Unio specialises in private wealth management and employee benefit consultancy and has over 30 years’ experience advising companies and personal investors.

Based in Dublin and Cork, Unio has €14 billion in assets under administration and advice. We advise more than 3,000 private clients in relation to wealth management.

We are looking to recruit an Asset Administrator to join a growing and dynamic team and be part of a business at the leading edge of the Wealth Management in Ireland.

This role will be based in our Dublin office.

Key Responsibilities:

• Be responsible for transferring of assets between pre & post-retirement arrangements to include in-specie transfers of investment funds, Private Equity Investments & Loan Notes, encashments of insured products & redemptions.

• Managing the monthly and annually distributions for ARF clients.

• Opening bank accounts, cheque lodgement & reconciliation.

• Recording pension contributions.

• Proactively work with other teams in Unio to ensure a positive client experience at all times.

• Other ad hoc administrative tasks required by the company in order to meet team deadlines, including managing a Team mailbox.

Education, Qualifications & Experience:

• BA (Hons) Degree within a Business or Finance related discipline.

• A minimum of 2-3 years’ relevant experience within a similar role, preferably within a Financial Advisory firm or Life & Pensions Broker is essential.

• QFA qualified or progressing towards this qualification.

• Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements.

Skills & Attributes:

• Ability to demonstrate a high level of attention to detail with a focus on numerical skills.

• Strong knowledge of compliance and regulations.

• Ability to manage own workload while prioritising effectively and efficiently.

• Excellent verbal and written communication skills.

• Microsoft Word, Excel, CRM and Outlook (Intermediate).

Personal Qualities:

• Ability to work independently and as part of a team.

• Demonstrate a high degree of energy, enthusiasm, and flexibility.

• Numeracy and excellent organisation skills are essential for this position.

• Successful candidates are likely to be confident multi-taskers with a good work ethic and a keen focus on attention to detail and quality.

Application process:

If you think you are a good fit for this role, then we invite you to apply.

The Company reserves the right to draw up a shortlist as part of the selection process. This role will be advertised across the Irish Life/Canada Life Group and to the external market. Please note that we will not consider CVs from external recruiters at this time. The selection process employed will be at the discretion of the Company.