Dealers Assistant - Stockbroking/Wealth Management

Dealers Assistant - Morgans Financial, Mona Vale

Provide full administrative support to Financial Advisers and assist with dealing room logistics.

• Client service
• Operational Procedures
• General administration:

Organisational skills:

• Self-motivated and deadline driven.
• Sound problem solving skills.
• Excellent time management skills.
• Attention to detail.
• Ability to follow a task through until it is completed, in order to minimise any disruption to Advisers.
• Must have the ability to work autonomously and understand the daily tasks required as well as diarising for tasks to be completed at future dates.

Operational knowledge:

• Proficient with MS Word and MS Excel and general computer skills.
• Financial market background preferred but not essential.

Personal attributes:

• Excellent written and verbal communication skills.
• Team contributor.
• Excellent time management and prioritising skills.
• Client focused.
• Proactive and a ‘sense of urgency’.
• Engaging and approachable.
• Financial services exposure is desirable.