Advisers Assistant - Melbourne, Australia - Ambition Group

Ambition Group

Verified Company

Melbourne, Australia

1 week ago

Posted by:

Olivia Brown

beBee Recruiter

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