Dealers Assistant | Financial Planning

Our Client
Our client is a leading, well established national Financial Services organisation specialising in Financial Planning and Advisory services. They are a collaborative team that enjoy seeing the success of their clients, whilst supporting and developing their own team.
The Role
Supporting a team of Advisors, you will be responsible for a variety of tasks from Client Service to Administration. Further you will be responsible for:

• Deliver a high level of service to Clients & Stakeholders
• On-boarding new Clients and assisting Advisors with client maintenance
• Perform general administrative duties
• Keep abreast of financial markets and industry trends
• Prepare and complete documentation for reporting

Skills & Experience

• Previous experience working in Banking or within Financial Services
• Completed Tertiary qualified in Economics, Commerce or similar
• Salesforce & Xplan experience would be ideal

This is great opportunity to join a progressive and innovative organisation that provides support and development for your career to develop. If you'd like to know more, reach out to Martin Turner or Karen Loutkovsky on 0409 763 379 or kloutkovsky@theturnergroup.com.au