AddressOur client is a leading Australian independent wealth manager who have a strong reputation in market and are home to a growing team of talented financial advisors, associates and analysts.
Your role will be focused on providing effective and timely support to the Advisors and will be best suited to a candidate who is eager to pursue a career in the wealth and financial advice support space.
Main Responsibilities:
- Assist Advisers with client related tasks including ongoing client management, account opening paperwork and answering calls and queries from clients
- Liaise with any external relationships (clients, accountants, lawyers etc) as required which will include the booking of meetings and proactive diary management of the Adviser
- Maintenance and updating of regulatory documents including Investor Certificates, Fee Disclosure Statements and Renewal Notices
- Manage funds transfers, investment applications and redemptions using various platforms including Netwealth, IRESS and maintain the required training records in Kaplan
- Contribute to the achievement of revenue, funds under management and other goals relevant to the success of our client, which you will be recognised for
- Bachelor’s degree in commerce (finance, economics, accounting or other relevant fields)
- Client service/support experience and a client centric mindset
- Intermediate Microsoft Excel, Word and PowerPoint skills
- Strong reporting, analysis and task management skills
- Previous trade platform experience (desirable)
In return for your hard work, you will be rewarded with a generous remuneration package, a welcoming working environment and high performing culture.
Please click APPLY now or email me *********@keeganadams.com.au to take your next step towards an exciting career.
Please note: I can only consider applications from those with permanent residency status or citizenship.
