Company

Bell Potter SecuritiesSee more

addressAddressMelbourne, VIC
type Form of workContract, Casual/Temporary
CategoryAdministrative

Job description

Bell Potter Securities Limited is a leading stockbroking and financial advisory firm that is a part of the listed Bell Financial Group (ASX: BFG). We have a strong track record of offering high-quality professional advice to private, corporate and institutional clients across Australia.

We are currently seeking to recruit an experienced PA / Administrative Assistant to join our Melbourne team on a fixed term basis for 9 months. This role provides both administrative support for one of our Directors as well as assistance to our Advisers. 

Responsibilities:

Your primary responsibilities include:

  • Providing administrative support to the Director including the preparation of documents and client correspondence
  • Assisting advisers and clients with administration based queries regarding their trades and accounts
  • Maintaining communications databases to ensure that clients can be kept updated quickly and efficiently
  • Day to day diary management of advisers to facilitate company meetings and presentations
  • Managing and preparing administration documents such as account opening forms, off-market transfers and change of details
  • Liaising with back office, settlements, sponsorship and debtors departments to ensure the smooth settlement of client transactions
  • General administration tasks.

Required skills and experience:

  • Proven administration experience in a professional services environment
  • High levels of initiative, attention to detail, accuracy and organisational skills
  • Proven ability to efficiently handle multiple competing demands
  • Excellent interpersonal and  communication skills
  • Strong administration and computer skills.

Applications for this role should be submitted using the "Apply Now" button.

Please note only successful candidates will be notified.

Refer code: 1273374. Bell Potter Securities - The previous day - 2024-01-06 07:28

Bell Potter Securities

Melbourne, VIC
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