Dealer Assistant (Broker Training / Development)

Do you have experience as a DA and now looking to develop your career?

Do you have experience within stocks and shares?

Our client is a successful Financial Services company with an excellent reputation and growing rapidly, they have a great team culture and are big on team dynamic and developing staff over a long-term career plan.

We are currently recruiting a Dealer Assistant (Broker Training / Development) who will be working as part of an excellent team, you will be supported and developed by one of directors who specialises in stock and shares.

About the role:

• Broker development training supported by the Director 
• Once you are ready you will be given a client book that you will build further
• Main point of contact for clients and arranging client meetings
• Assist with client review and meeting preparation
• Support the Director in account opening and maintenance procedures
• Shares, trading, and off market transfers
• Crucial in the execution and settlement of client trades, ensuring accuracy and timeliness
• Handle new client reports, create new client packs, and maintain client files

About you:

• 3+ Years experience within Financial Services 
• Ability to multitask and good organisational skills.
• Stocks and shares knowledge is crucial 
• High attention to detail
   

Salary is open for the right person and starting from $75k to $90k + Super.

Please send your resumes to *****@berrittaconsulting.com.au