AddressCompany profile – Wealth Management
You will be joining a well-established financial services organisation with 25 years of experience and over 170 people across Australia. They offer expertise to business owners, entrepreneurs and high-growth individuals in a variety of services including wealth management, accounting and business advisory, corporate and capital advisory and ESG advisory. This growing team are on the hunt for bright grads to join and kickstart their careers in finance.
Job description – Advisor Assistant
In this Client Service Representative role, you will sit in the Wealth Management division, working within one of the teams providing support to financial advisors. You will support the team providing exceptional client service and will be liaising with clients ensuring all documentation is correct to ensure smooth processes.
Job responsibilities – Advisor Assistant
As a client service representative, your duties will include, but not be limited to:
- Support and nurture relationships with clients
- Managing incoming inquiries via email or calls and assist as needed
- Coordinate applications lodgements, withdrawals, and investments
- Maintain ongoing service programme and review workflow for clients
- Manage and coordinate review schedule
- Coordinate client invoicing
- Maintain clients' files, including scanning and filing of documents
- Other administrative tasks and inquiries
Job requirements – Advisor Assistant
- Educated to degree level in a relevant field (E.g. Financial Planning, Business, Economics)
- Desire/interest to pursue a career in financial planning/financial advisory
- Excellent communication skills, both written and verbal
- Comfortable taking calls and speaking with clients over the phone
- Excellent attention to detail
- A positive team player
- Problem-solving abilities
- Effective multi-tasking skills
- Offering a Professional Year for those who want to pursue the financial advisory career path
- Bonus opportunities
- Clear diversity policy
- Clear progression plan
- Corporate volunteering days
- Education assistance / sponsorship
- Employee discount
- Financial planning support
- Flexible schedule
- Mental / emotional wellbeing support
- Paid time off (holiday / sick pay)
- Paid training opportunities
- Profit sharing / stock options
- Recognition & awards
- Remote / work-from-home options
Give a Grad a Go is committed to being an equal-opportunity employer. All qualified applicants will receive consideration regardless of age, gender, ethnicity, sexual orientation, faith, disability, or other. We are continually finding ways to improve the way we work; read our Diversity and Inclusion promise for more information about this.
INDAUS
Additional information
- Offering a Professional Year for those who want to pursue the financial advisory
- Flexible schedule
- Clear progression plan
