AddressThe Opportunity
We are excited to offer an excellent opportunity for a Dealer's Assistant/Administrator at our Orange Branch. The successful candidate will be integral to the smooth operation of our business and will provide essential support to our Private Client Advisers. This role is adaptable to various lifestyles, with the possibility of accommodating school hours or part-time schedules if required.
What you will be doing
- Managing the client account opening process
- Preparation of statements of advice, client file management and record keeping activities
- Using Morgans internal CRM, Salesforce and IRESS systems and assisting advisers to maintain and update client records
- Assisting Advisers with corporate issues, ensure advisers lodge bids by due dates, preparing letters of offers, recording and processing application forms
- General day to day duties as required
- Deceased estate administration and processing
- Consulting with solicitors and accountants
What you will bring
- RG146 favorable, but not essential
- Excellent Microsoft Office skills along with the ability to learn new systems (e.g. Salesforce and IRESS)
- Experience in a similar corporate role
- Excellent written and verbal communication skills
- Good attention to detail
- Excellent time management skills
- A genuine interest in a career in financial services
About Morgans
Morgans is Australia’s largest full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity.
Yes, I want to apply!
If you are interested in this role and would like to join the Morgans team, please click apply and submit your cover letter and resume.
We believe in creating opportunities for everyone and welcome applications from people with diverse backgrounds and experiences. We can’t wait to hear from you!
