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Form of workAn exciting and rare opportunity for an administration professional to join the Morgans team.
About Morgans
Morgans is Australia's largest national full-service stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories.
As a market leader, the talent and passion of our people is critical to our success. Together we share a common set of values that underpin our advice and services, so as to act in the best interests of our clients.
About the Position
As our Stockbroking Administration Assistant, you will be responsible for providing and delivering high level administrative support to two Advisors. This full-time position entails regular client interaction and will see you become an integral part of a tight-knit team, keeping your days dynamic, interesting, and rewarding.
Key Responsibilities:
- Deliver comprehensive administrative support.
- Assist in the precise execution and settlement of client trades, ensuring accuracy and timeliness.
- Manage client administration inquiries and assist clients in addressing their needs.
- Handle new client reports, create new client packs, and maintain client files.
- Aid Advisers in account opening and maintenance procedures.
- Facilitate the timely exchange of forms among relevant parties.
About You
To be considered for this position, you will have proven professionalism in customer relations, excellence in attention to detail, strong computer skills and a willingness to learn.
A proven ability to work under pressure to meet deadlines will set you apart from the competition. Previous experience in roles such as Executive / Personal Assistant or experience working within a legal or financial firm would be highly valued.
If you are positive, confident, and committed to providing high quality client service we would love to hear from you!
