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Form of work
SalaryOur client is an award winning, top tier private wealth management firm that is focused on providing well informed, tailored financial solutions to HNW and wholesale clients. They are seeking a passionate and professional adviser support.
This Adviser Assistant will support a Senior Adviser by managing client queries and liaising with third-party service providers. You will be responsible for maintaining the highest levels of integrity throughout every aspect of client relationships. You will provide exceptional service and be the first point of contact for all client interactions.
The role duties and responsibilities:
Preparation of account opening and transfer forms for client presentation
Follow up and confirmation of asset transfers, rollovers and cash receipts
Preparation of Welcome Packs and schedule reviews in Xplan
Manage review cycle meetings calendar for each adviser
Term deposit rollovers, corporate actions and trade settlement
Respond to client requests efficiently and professionally (both over the phone and face to face)
Develop and maintain relationships with key clients
Liaise with client and third parties to arrange Adviser meetings
Act as a role model in support of risk management and compliance culture
Other tasks as set out in position description
The successful candidate will have:
Prior experience supporting financial advisers from either a financial planning, investment advisory or stockbroking company.
High attention to detail and excellent time management skills
Strong work ethic and willingness to take on various tasks
Exceptional communication skills
- Ability to learn quickly and has a "can do" attitude
The Benefits:
This is a business with a superb reputation in the industry. They value their employees and offer numerous company benefits including equity and bonuses, study assistance, generous parental leave and paid volunteering days etc.
We are interviewing immediately, please send your CV via the APPLY link today.
