Operations Administrator

About the Role

An established and respected firm specializing in financial planning is seeking a skilled Operations Administrator. This pivotal role supports the daily operational activities of the business, ensures regulatory compliance, enhances internal workflows, and guarantees efficient client service delivery.

Key Responsibilities

• Collaborate with senior leadership and team members to manage operational tasks.
• Prepare documentation for new business and develop client presentations.
• Maintain precise client records and generate routine management reports.
• Assist with internal audits and review company policies and procedures regularly.
• Manage compliance documentation and contribute to meeting regulatory demands.
• Coordinate anti-money laundering (AML) and compliance training initiatives.
• Drive process improvements and offer comprehensive operational support throughout the company.

Candidate Profile and Requirements

• Demonstrated success in operations, compliance, or administrative roles within financial services.
• Exceptional attention to detail and proficiency in Microsoft Office applications.
• Possession of a QFA or APA qualification is advantageous.
• Experience working in financial planning, wealth management, or brokerage settings is highly preferred.

Additional Information

Location: Dublin 4, hybrid working arrangement available.
Salary range: €45,000 to €50,000 annually plus bonus and benefits.
The position is available for immediate start.