Advisers Assistant - Melbourne, Australia - Ambition Group

Ambition Group
Ambition Group
Verified Company
Melbourne, Australia

1 week ago

Olivia Brown

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Olivia Brown

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Description

The Company


Growing Wealth Management firm seeks who offer an excellent work / life balance, respectful culture and first-class training currently seeks a talented Advisers Assistant due to the recent onboarding of a new adviser team.


The Role

  • Provide support to 1 adviser and perform account maintenance, trade settlement and portfolio reporting.
  • Establish and maintain client accounts and produce portfolio updates.
  • Attend client functions as you act as a key point of contact for the business.
  • Liaise extensively with clients and provide them with comprehensive investment information.
  • Liaise with trading desks to obtain stock quotes.
  • Develop marketing materials to build a portfolio of new clients.
  • A mature, professional attitude, with an ability to selfmanage.
  • The confidence to adapt to a fast paced and demanding environment.
  • Superior time management and a strong client focus.
  • Strong teamwork skills.

Julian Soames

Associate Director - Banking and Financial Services

Job details:

Posted 09 April 2024

SalaryAU$ AU$ per annum + Super

LocationMelbourne CBD

Job type Permanent

DisciplineBanking & Financial Services

Reference272541

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