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Company

BlueRockSee more

addressAddressMelbourne, VIC
type Form of workFull-time
salary Salary$55,000-70,000 per year
CategoryAccounting & Finance

Job description

A smart human once said, “Do things you 💙 with people you care about and good things happen”, and at BlueRock, we are a growing team who love what we do. We’re B-Corp certified and a Great Place to Work - we take the responsibility of having fun seriously.

Be nurtured by supportive mentors who will help you along the way to be proactive about what’s next for you. Our rapid growth means lots of change and with growth comes opportunity and supercharged career development.

About the role

We’re looking for a motivated and driven individual to help support our growing team of investment and private wealth associates, managers, and directors!

As an Investment Administrator, you will be a key member of the private wealth team at BlueRock, ensuring day-to-day administrative tasks are completed to an excellent standard.

This is a great opportunity for a graduate looking to build their career in investments, or for a seasoned administrative assistant who has a passion for providing a high-level of support to team members and external clients.

About the Private Wealth team

BlueRock Private Wealth are specialists in creating wealth through their unique goals based financial planning approach. Our team are responsible for finding solutions for all our clients seeking financial advice. From financial planning to investments to life insurance, BlueRock Private Wealth can help.

We work holistically to create an approach that suits every client’s strategy and personal situation, leaning on the skills and experience of the broader BlueRock community to add value and expertise.

What you’ll be doing

  • Assisting with the onboarding of new clients
  • Managing client requests and providing excellent customer service
  • Handling basic queries and escalating more complex queries to the relevant team members
  • Supporting the team with setup for client meetings
  • Providing a high-level of administrative support to the investment team
Requirements

We want to hear from people who have:
  • A Bachelor’s Degree, or at least 2 years of experience in a similar role
  • Strong written, verbal communication skills
  • Excellent problem-solving skills and the ability to think outside the box
Benefits

Our people love to work for us, here’s why!
  • Certified B-Corp & Great Place to Work 2022, 2021 Best Workplaces winner!
  • Competitive salary, free weekly lunches, awesome social events
  • WFH options and amazing headquarters in the CBD
  • Receive mentoring and coaching from industry leaders and plenty of opportunities for growth and promotion
  • Learning and development including internal and external training programs to build your career skills
  • An inclusive and diverse workplace culture centered on health, wellbeing and fun
How to apply

If this sounds like you, then please click on the "Apply" button and follow the prompts. If you think you have what it takes, but don’t necessarily meet every single point on the job description – please still apply. We’d love to see if you could be a great fit and we can't wait to meet you!

For any questions regarding this opportunity or if you require any adjustments to participate in this process, please reach out to Emily, Talent Acquisition Coordinator, on Emily.papas@thebluerock.com.au.

BlueRock is a 2022 Circle Back Initiative Employer – we respond to every applicant.

Please be advised that BlueRock or any of its related or controlled entities do not accept unsolicited contact or resumes from recruitment agencies. For this role, only candidates with the eligible right to work will be considered.

Even in 2022 it needs to be said, BlueRock is a workplace committed to equal employment opportunities regardless of age, citizenship, colour, disability, gender and gender identity, marital status, nationality, race, sexual orientation, or veteran status.
Refer code: 372889. BlueRock - The previous day - 2022-12-06 07:05

BlueRock

Melbourne, VIC
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