Address🌟 Your Role: You will play an integral role in our firm where you'll wield your unique and diverse skill set.
In our team you will be instrumental in both protecting our firm’s data integrity and supporting our financial advisors in delivering top-tier advisory services. Your day-to-day responsibilities will include:
- Transaction Verification & Settlements: Overseeing transaction processes to ensure accuracy and compliance.
- Email & Communication Management: Handling a high volume of client communications and liaising with external auditors and stakeholders.
- Financial Planning Support: Assisting in the research and implementation of Statements of Advice (SOAs), Record of Advice (ROA) and being the first point of contact for client queries.
- Client Relationship Management: Attending client meetings, taking and actioning notes, and ensuring client satisfaction.
- Investment Strategy Development: Working with a diverse client base, including HNW individuals, wealth accumulators, and retirees, to develop tailored investment strategies.
- Tech Proficiency: Utilising technology such as XPLAN, BT, Astute Wheel, Microsoft and AdobeSign for effective management.
- Experienced: You have a solid background in financial planning, with hands-on experience in client service management (CSM) roles.
- Client-Focused: You excel in building relationships and are adept at being the first point of contact for clients and third parties.
- Strategically Minded: You have exposure to various financial strategies, including SMSFs, superannuation, insurance, and retirement planning.
- Tech-Savvy: You are proficient in financial planning software, Microsoft applications and other ways to make the process more efficient with the use of tech.
- Detail-Oriented: You are meticulous with administrative tasks, including drafting, reconciliations, and managing corporate actions.
💰 Compensation: Let's talk money for a second. You'll enjoy a competitive salary ranging from $85,000 PLUS super (depending on experience), along with a clear progression plan that rewards your stellar performance
- Flexible Work Arrangements: Preference for office-based work with the possibility of working from home one day per week.
- Professional Development: Opportunities for career progression and professional growth within our supportive team environment.
Why JLA?
🎉 Perks That Will Make You Smile! 🌟
We believe in creating a fun and supportive work environment. We have some amazing staff perks that will keep you fueled, entertained, and motivated throughout your journey with us. 🍎🎂 🏆🔍📚
📞 How to Apply: Ready to unleash your accounting superpowers in a small, dynamic team? We want to hear from you! Send us your resume and a cover letter that showcases your personality, your love for numbers, goal setting, go getter, and why you're the perfect fit for team. Don't forget to add any fun anecdotes or challenges you've conquered along the way! We can't wait to meet you.
💼 Join us at Jones Louros and make Better Financial Outcomes for Better Life Choices a reality! Together, we'll make an impact! 💪✨
🚀 Apply Today and Elevate Your Career with JLA! 🚀
