Investment Solutions Coordinator
1 day ago
About the Position
We are seeking a highly skilled and motivated Wealth Management Associate to join our team. As a key member of our wealth management team, you will be responsible for coordinating with internal departments, preparing onboarding paperwork, creating sales deliverables, building new processes, and more.
Key Responsibilities
- Support FIL wealth engineers and investment counsellors with operational requests to ensure outstanding service to prospects and clients
- Partner with internal departments and request necessary documents to begin client relationships
- Perform ad-hoc projects and brainstorm process improvements to support a growing department
What We Offer
- A competitive salary of €60,000 - €80,000 per year
- An excellent benefits package, including 100% paid premiums for supplemental medical, dental, and annual health screening plans
- 28 days annual leave, plus up to 8 paid holidays
- A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
- A collaborative working environment that practises ongoing training, educational support, and employee appreciation events
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