Addressbusiness and family groups.
We are currently experiencing growth and looking for a Finance / Economics Student in their Penultimate Year looking to work part-time. This is an ideal role for you if you have a strong passion for the investments world and have strong MS Excel experience.
This role is for you if you are driven and looking to grow your career within the investments space and work with highly regarded individuals in the investment world.
About the role:
Your responsibilities will include;
- Building relationships to support the advisers in delivering financial advice to Belay's clients
- Utilise Excel to manipulate data, produce reports and create new reports
- Working with clients and institutions to gather information and implement recommendations
- Assisting with client investment reporting
- Lodgement of ad hoc forms, applications and paperwork
- Assist with the implementation of Statement of Advice and Record of Advice
- Contributing to maintaining our high compliance standard
- Keeping focused on process improvement and innovation
- Performing general administrative duties related to servicing the Belay clients
- Bachelor of Finance / Economics Degree as a minimum
- Excellent communication skills – you must be comfortable speaking to clients & colleagues
- Must have strong experience with Excel; ability to manipulate data, produce reports and create new reports
- Must have a passion for investments
- Strong organisational and administrative skills
- Strong focus on training, support and personal/professional development - $3,000 to spend on agreed training each year
- Direct contact with clients and professional network
- Performance-related bonus structure
