Advisers Assistant - Wealth Management

Growing Wealth Management firm seeks who offer an excellent work / life balance, respectful culture and first-class training currently seeks a talented Advisers Assistant due to the recent onboarding of a new adviser team.The Role

• Provide support to 1 adviser and perform account maintenance, trade settlement and portfolio reporting.
• Establish and maintain client accounts and produce portfolio updates.
• Attend client functions as you act as a key point of contact for the business.
• Liaise extensively with clients and provide them with comprehensive investment information.
• Liaise with trading desks to obtain stock quotes.
• Develop marketing materials to build a portfolio of new clients.

The CandidateCandidates with previous Dealers Assistant, adviser support (from either a stockbroking or financial planning) or investment operations experience will be highly regarded. In addition, top tier candidates will also possess:

• A mature, professional attitude, with an ability to self-manage.
• The confidence to adapt to a fast paced and demanding environment.
• Superior time management and a strong client focus.
• Strong teamwork skills.

To be considered, please apply ASAP and I will provide feedback on your application as soon as possible.Julian Soames
Associate Director - Banking and Financial ServicesSign up for job alertsIf you are a human, ignore this field Create alertYou agree to ourShare this jobAdvisers Assistant - Wealth ManagementMelbourne CBD Posted about 18 hours agoQuick LinksConnectWe are committed to Building Better Futures for the organisations we work for, the professionals we help and our own employees.