Private Wealth Adviser Assistant (3 Days/Week)

Our client is an award winning, top tier Private Wealth management firm that is focused on providing well informed, tailored financial solutions.  They are seeking a passionate and professional adviser support on a part time basis, three days per week. 

As an Adviser Assistant, you will be a highly organised, team player that thrives in a role where you can provide varied administration and client service support to your Senior Associate, Adviser to ensure their clients have an exceptional service experience.

Typical duties and responsibilities:

• Preparation of account opening and transfer forms for client presentation
• Follow up and confirmation of asset transfers, rollovers and cash receipts
• Preparation of Welcome Packs and schedule reviews in Xplan
• Manage review cycle meetings calendar for each adviser
• Term deposit rollovers, corporate actions and trade settlement
• Respond to client requests efficiently and professionally 
• Develop and maintain relationships with key clients
• Liaise with client and third parties to arrange Adviser meetings
• Act as a role model in support of risk management and compliance culture
• Other tasks as set out in position description

  The successful candidate will have:

• Experience in a similar administration/ support role within wealth management (Financial Planning / Private Wealth / Stockbroking) having worked directly alongside Investment Advisers. 

• High attention to detail and excellent time management skills

• Strong work ethic and willingness to take on various tasks

• Exceptional communication skills

• Ability to learn quickly and has a "can do" attitude 

Our client is an employer of choice, having built an outstanding reputation for their internal staff culture as well as the exceptional service they offer to their clients. In return for your commitment, you will receive numerous company benefits including additional leave, wellness initiatives, learning & development opportunities, social and community engagement activities, and the list goes on... 
 

This is a permanent, part time role based in stunning modern CBD offices. Ideally you can work Tuesdays, Wednesday and Thursdays in the office, however there is potentially some flexibility with which 3 days are worked.