AddressAbout the Company
Established in 1948, Adrians now ranks as one of Australia’s leading boutique Accounting and Wealth Management firms. As a firm, we are focussed on partnering with our clients. Our commitment is to delivery outstanding advice and service, so they receive generous outcomes, enabling them to live the life they choose and spend time with the people they value the most.
Imagine working with a firm who has the expertise of a national business, and the relationship focus of a boutique. Adrians Group is making this a reality in Toowoomba from our new CBD office, and we’d love to have you on our team!
The Role
With the support of a centralised Administration team, your role will be focussed on work that directly supports our client’s needs. In this diverse role, you can expect to:
- Prepare new client files and update existing files before and after meetings.
- Following up clients on the signing/completion of advice and implementation documents including RoAs, SoAs, Fee Disclosure Statements, Execution Orders, Third Party Authority
- Accurately follow document control procedure, workflows and completing tasks associated with client files in a timely manner.
- Support the Wealth Management team to deliver exceptional client service.
About You
If you have a background in a professional services role where you had to work to deadlines, this could be the role for you! We are looking for someone who prides themselves on their communication, organisation, and attention to detail, so while an interest for the Wealth Management sector will be advantageous, it will be these existing skills that are the key to your success.
Why choose Adrians?
- Centralised Administration support team that handles the majority of incoming phone calls, allowing you to focus on your work.
- An innovative business who is committed to evolving our technology and service capabilities.
If this sounds like you - apply today! To know more, call Stephanie Kelly on 0413 631 *** for a confidential discussion.
