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Form of workAbout the Role:
We currently have an exciting opportunity for an Adviser Assistant to join our vibrant and professional Perth CBD office. The primary focus of this position is to provide exceptional support to a team of Private Wealth Advisers in the delivery of consistent, effective and reliable service outcomes.
Ord Minnett is a leading Australian wealth management firm, offering full-service stockbroking, financial planning, funds management and portfolio services. With a history spanning nearly 150 years, Ord Minnett is a highly respected name in the Australian investment landscape.
Key Responsibilities include:
- Answer incoming client calls and respond to client email queries
- Accurately prepare client application and account maintenance documentation
- Execution of adviser and client requests
- Maintain and store client files
- Act on instructions that relate to deceased estates, change of trustee & stock transfers
- Provide consistent and efficient support to advisers
- Maintain a thorough understanding of current corporate actions, product offerings, administration and procedure requirements and general industry knowledge
- Manage account debtor and credit balances
- Consistently meet risk and compliance requirements
- Distributing holding statements periodically
- Liaising with internal departments and third party providers for various processes
About You
To succeed in this role, you will ideally possess:
- Prior experience and a solid understanding of the financial markets is preferable
- Degree/Diploma in Business/ Finance/ Commerce preferred.
- A proven track record in the delivery of exceptional client service
- Efficient organisational and time management skills
- Strong attention to detail and work ethic
- Demonstrate ability to meet deadlines in a high paced environment
- IT literate and proficient Microsoft application knowledge (Outlook, Word and Excel)
- Outstanding written and verbal communication skills
- Resilience and ‘can do attitude’
- Working well in a team and autonomously
Joining Ord Minnett
Ord Minnett offers a unique opportunity to work with a dynamic and reputable firm. Elevate your career where you'll become an integral part of Australia's premier wealth management group.
Join us in shaping the future of the Australian investment landscape and be part of a team that values excellence, cohesiveness, a great work culture, where you'll be an integral part of a team committed to delivering top-tier services.
