AddressAbout the company
Morgans is Australia's largest national full-service stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories.
As a market leader, the talent and passion of our people is critical to our success. Together we share a common set of values that underpin our advice and services, so as to act in the best interests of our clients.
The opportunity
We are looking for a sharp-minded and engaging Financial Planning Assistant to join our Darwin Office on a full time, permanent basis.
In this role you will provide day to day administrative support to our busy team of Financial Advisers including daily client contact and a high level of administrative work.
Attention to detail is crucial for you to be successful in this role. You must be highly organised and be able to assist others to be efficient in their roles.
Experience in the banking, Financial Planning or stockbroking environment would be an advantage, although we would welcome applications for all service-based sectors, provided the applicant meets the below criteria and can hit the ground running.
What you will bring
- At least 2 years recent administration experience; previous roles such as Executive/Personal Assistant will be highly regarded, as will financial services experience
- Ability to work well in a close-knit team, as well as autonomously
- Personable, with the ability to build strong relationships with our clients
- A positive outlook and an upbeat personality, as well as a willingness to contribute to our environment and culture
- Excellent written and verbal communication skills, especially telephone skills
- Ability to meet deadlines
- Excellent time management skills, with a strong sense of 'urgency'
- Problem-solving skills
- Strong computer skills, including MS Word and Excel
If you are positive, confident and committed to providing a high level of administration and quality client service we would love to hear from you!
This role offers a great opportunity for career progression.
Yes, I want to apply!
We are looking for someone to start immediately.
If you are interested in this role and would like to join the Morgans team, please submit your resume and cover letter by clicking “Apply” for this job.
