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    Advisers Assistant - Melbourne, Australia - Ambition

    Ambition
    Ambition Melbourne, Australia

    1 week ago

    Default job background
    Full time
    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.

    The Candidate

    Candidates with previous Dealers Assistant, adviser support (from either a stockbroking or financial planning) or investment operations experience will be highly regarded. In addition, top tier candidates will also possess:

    • A mature, professional attitude, with an ability to self-manage.
    • The confidence to adapt to a fast paced and demanding environment.
    • Superior time management and a strong client focus.
    • Strong teamwork skills.

    To be considered, please apply ASAP and I will provide feedback on your application as soon as possible.

    Julian Soames
    Associate Director - Banking and Financial Services

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