Adviser Assistant

Job Title: Adviser Assistant
Location: Melbourne, Australia

Company Overview: Join our dynamic and reputable financial advisory firm based in the heart of Melbourne. They specialize in providing personalized financial advice and investment solutions to their diverse clientele. As they continue to expand our team, they are seeking a motivated and detail-oriented individual to join us as an Adviser Assistant.

Position Overview: As an Adviser Assistant, you will play a crucial role in supporting a team of financial advisers in delivering exceptional service to their clients. You will assist in various administrative tasks, client communication, and operational activities to ensure the smooth functioning of our advisory services.

Key Responsibilities:

• Provide administrative support to financial advisers, including scheduling appointments, managing calendars, and handling correspondence.
• Assist in the preparation of client meetings and presentations by gathering relevant information and materials.
• Maintain accurate client records and databases, ensuring compliance with regulatory requirements.
• Liaise with clients and external stakeholders to facilitate smooth communication and address inquiries or requests.
• Assist in the implementation and monitoring of client investment strategies, including processing transactions and portfolio administration.
• Support marketing and business development initiatives by assisting in the creation of marketing materials and organizing client events.
• Contribute to ongoing process improvement and efficiency initiatives within the advisory team.

Requirements:

• 1-3 years experience in a similar administrative or client service role within the financial services industry is preferred.
• Strong organizational skills with the ability to prioritize tasks and manage multiple deadlines effectively.
• Excellent communication skills, both written and verbal, with a professional and client-focused demeanor.
• Proficiency in Microsoft Office suite (Word, Excel, PowerPoint) and experience with CRM systems is desirable.
• A proactive and team-oriented approach with a willingness to learn and adapt in a fast-paced environment.
• A relevant tertiary qualification in finance, business, or related field is advantageous but not essential.

Benefits:

• Competitive salary package commensurate with experience.
• Opportunities for career development and progression within a growing organization.
• Supportive and collaborative team environment with a focus on employee well-being.
• Ongoing training and professional development opportunities.
• Convenient location in Melbourne's CBD with easy access to public transportation.

If you are a self-motivated individual with a passion for providing exceptional client service and are looking to build upon your career in the financial services industry, we encourage you to apply for this exciting opportunity.

How to Apply: Please submit your resume and a cover letter outlining your suitability for the position via email to *******@fourquarters.com.au.