AddressAbout the opportunity
This is a great opportunity to join our growing business as an Administration Officer supporting the Advisory team to ensure the timely delivery and implementation of personalised advice for clients.
About you
To be successful in this role, you will be able to demonstrate:
- Managing diverse accounts with an exceptional attention to detail
- Excellent organisational and time management skills
- Building and maintaining positive engagement with third-party providers and utilising their online forms and processes
- Utilising software systems to manage client accounts
- Intermediate proficiency in MS Office suite, particularly, Word, Excel and Outlook
- Juggling multiple tasks efficiently
- Excellent written and verbal communication skills
- Adapting effectively to new requirements and situations
- Working autonomously and as part of a team
- Exposure to the Financial Planning and Services industry and familiarity with XPlan or similar financial planning software will be highly regarded.
About the role
- Preparing and administering client portfolios
- Preparing online applications on behalf of clients, such as: ID requirements, investments and superannuation
- Liaising with third party providers, such as: banks, share brokers, superannuation funds, and fund managers, to administer client applications and manage ongoing dealings with their accounts
- Dealing with government agencies, such as Centrelink and Veteran Affairs, to provide and update client information
- Preparing written correspondence in relation to client portfolio matters
About us
MST Advisors is a boutique financial advisory company located in beautiful Wollongong on the south coast of NSW. Our mission is to help individuals and families manage, secure and multiply their wealth portfolios responsibly and ethically. We advocate investment in assets that meet the investment principles of direct, simple and transparent.
We believe work is something you do, not somewhere you go. Our roles provide flexible work arrangements that balance your needs and those of our clients, our teams and our people.
How to apply
If this role matches your experience, please send your resumé to *****@mstadvisors.com.au
