Cantor Fitzgerald Ireland (CFI) Hiring For Portfolio Administrative Assistant at Dublin, County Dublin Full Time

Title: Portfolio Administrative Assistant

Location: Dublin, Ireland

Reporting to: Stockbroking Team Leader

Contract Type: Full time & Permanent

Cantor Fitzgerald

Cantor Fitzgerald Ireland is part of leading global financial services firm Cantor Fitzgerald. Cantor

Fitzgerald has offices and trading desks in all major financial service centres throughout the world. We

specialise in equities, Investment Banking, Real Estate, Fixed Income and Currencies. Cantor

Fitzgerald’s affiliate businesses include: BGC Partners, Inc. (BGC), Newmark (NMRK), and GFI Group

(GFI). Cantor Fitzgerald Ireland provides a full suite of investment services, primarily wealth

management, fund management, debt capital markets and corporate finance. An exciting opportunity

has arisen for Portfolio Administrative Assistant to work with our team in Dublin.

Role Summary:
The successful candidate will get the opportunity to work as a Portfolio Administration Assistant

within a busy Portfolio Management and Equity Trading team which services a mix of high-net-worth

private clients, corporates, investment intermediaries and professional services firms. Cantor

Fitzgerald are keen supporters of career progression with our organisation. This role can very much

be a steppingstone to a trainee Stockbroker role within the team or the wider Cantor Fitzgerald

Ireland group.

Responsibilities

• General call handling for the Portfolio Management team of 6 from clients, advisors and

professional services firms we deal with

• Responsible for review of all team post including processing of share certs and cheques/draft

that arrive.

• Set up of new client accounts and liaising with our Onboarding team
• Sending out valuations/statements when requested from clients
• Monthly and Quarterly discretionary portfolio reporting requirements
• Liaising with our Payments & Client Services teams upon request
• Review of certain investment publications ensuring relevant information and links are up to

date periodically

• Involvement in all marketing initiatives (events, document/invite issuance etc) within our

Intermediary business across the team

• Assembling client meeting packs, marketing information and liaising with our marketing team

upon request

• Assembly of Probate valuations for estate planning purposes as part of our investment service

to Legal firms.

• Expenses reporting for the team of portfolio managers on a monthly basis

Requirements:

• Entry level experience (1-2 years’) within the Financial Services Sector
• Minimum competitive education requirements for this role includes passing of the ISE

Registered Representative Exam and the Institute of Bankers QFA Exam within the first 12

months.

• Proficiency in Microsoft Outlook (Excel and PowerPoint a priority)
• Strong interpersonal skills
• Ability to work under pressure
• Ability to work as part of a team

Qualified applicants may write enclosing their CV to [email protected], quoting ref:

Dublin – Portfolio Administrative Assistant