• Maintained strong client relationships with Credit Union (CU) clients, and I prepared investment proposals in conjunction with the IMs to deliver top quality reports and analysis to CU clients.• Assisted with managing advisory client portfolios in conjunction with agreed client mandates and investment committee guidance.• Maintained direct engagement with clients on all aspects of portfolio management and I have a strong knowledge of bank products and services for clients. • Analyzed client portfolios with a strong focus on regulatory limits and prescribed asset allocations.• Provided support to IMs in preparation for client meetings and attended meetings with investment committees. • Assisted in updating credit union Investment Policies.• Provided cover for IMs when unavailable and respond to clients promptly.• Reviewed existing client relationships to evaluate potential.• Collected data on Credit Union annual accounts and applying a Forecast Accounting model when required.• Provided administrative support to Senior IMs and Head of the Credit Unions team. • Collaborated and completed the preparation of new business tender proposals with a results-driven mindset.• Reviewed and assisted in the monthly client valuation reporting process.• Reviewed and ensured that our KYC for CU clients are accurate and up to date.• Complied with all Risk and Compliance Frameworks, policies and procedures associated in the role, and ensured all regulatory reporting to the Irish Central Bank is accurate and kept up to date.

• Co-ordinated of the daily cash investment process between Credit Unions, Investment Managers and deposit taking institution.• Settled all trade instructions for cash deposits, bonds and structured products.• Processed corporate actions and dividends across client accounts.• Ran and assisted in the monthly client valuation reporting process.• Processed the pricing and reconciliation of client portfolio assets.• Assisted in the regulatory reporting process to the Irish Central Bank.• Dealt directly with CU clients on operational and accounting queries.• Assisted in a large review of our KYC for CU clients in relation to Anti Money Laundering (AML).• Responsible for running pre trade checks for Product Governance Application.• Ensured all policies and procedures associated with the role were up to date.

• I assisted members with inquiries, account openings, loan applications, and general information about products and services. I engaged with members by way of email, telephone and face-to-face communication and dealt with members requests in relation to their accounts.• I provided guidance on financial products, helping members make informed decisions regarding savings, loans, and investments.• I facilitated the loan application process, including gathering documentation, analysing creditworthiness, and communicating decisions to members.• I managed member accounts, ensuring accuracy and compliance with regulations, and addressing any discrepancies.• I fostered strong relationships with members to enhance their loyalty and satisfaction.• I participated in a team project which involved collecting and updating member records as required under AML Legislation.• I worked on the migration element of a new IT system. I identified active/ inactive member accounts. I spoke to CU members, administered any dividends owed and closed inactive accounts. • I participated in training seminars in areas such as AML, IT, Data Protection, and Compliance. I ensured all operations complied with regulatory standards and credit union policies.