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Investment Management Assistant

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Brewin Dolphin

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Location:
Ireland , Dublin

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Category:
Customer Service

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

What is the opportunity? We have an exciting opportunity for an Investment Management Assistant to join our Dublin team on a 12 month FTC. In this role you will predominantly support our Investment Managers in preparing and implementing new client accounts, as well as supporting the ongoing maintenance of the accounts. Should you be shortlisted, please let us know if you have any specific requirements for the interview. This is a full-time role and requires 4 days on-site at our Dublin office.

Job Responsibility:

  • Support Investment Managers in coordinating account opening packs for new client onboarding and ongoing account maintenance
  • Respond to client requests, such as providing tax data, and handle all associated client administration functions
  • Assist Investment Managers in organizing meetings and preparing presentations, pitches, and reviews
  • Ensure all work is completed according to procedures and standards, verifying accuracy
  • Support business development through correct application of client processes
  • Collaborate with internal teams, including Onboarding and Financial Planning services
  • Prepare and implement client documents for clients and Investment Managers
  • Communicate with accountants and clients regarding tax queries

Requirements:

  • Previous experience in financial services
  • Intermediate proficiency in MS Word, Excel, and Outlook
  • High attention to detail and accuracy
  • Strong communication skills, both written and verbal
  • Ability to prioritize tasks and meet deadlines

Nice to have:

A relevant degree qualification or equivalent

What we offer:
  • A comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive compensation
  • Leaders who support your development through coaching and managing opportunities
  • Opportunities to work with the best in the field
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services

Additional Information:

Job Posted:
May 14, 2026

Expiration:
May 27, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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