Description:
Why is this the company for me?Our client is a boutique private wealth firm dedicated to providing personalised financial strategies to high-net-worth individuals, business owners, and executives. They pride themselves on a collaborative team environment, where each member's contribution is valued.
- Opportunities for professional growth and a clear pathway to becoming an Advisor
- Direct mentorship from Senior Advisors with 25+ years of experience, fostering your development and skill growth.
- A supportive environment that values collaboration and learning.
- Training and exposure to a variety of financial strategies and practices.
- A culture where your work is recognised and valued.
We are looking for an experienced Adviser Assistant to our client's team and support their clients’ financial journeys. This role offers exposure to many aspects of financial advice, investment strategies, and client service.
What will my day to day look like?
You will assist with the delivery and Implementation of client recommendations including placing investment orders on the ASX and international stock markets.
You will also have the responsibility of day to day administrative tasks and managing workflow. You will have the opportunity to learn from and be mentored by experienced Senior Advisors with over 25 years in the industry, providing a valuable environment for your professional development.
What skills and experience do I need?
We are looking for someone who has:
- A degree in Commerce, Economics, or a related field (preferred) and RG146
- Minimum of 2-3 years’ experience as an Associate Adviser or Stockbroking Desk Assistant
- Strong client service focus and attention to detail.
- Experience with industry software, such as IRESS, and proficiency in Microsoft Word and Excel.
- A proactive and positive approach to problem-solving.
If you are an experienced Adviser Assistant ready to take the next step - click apply now or call Holly on 8123 1145 for a confidential chat.
19 Mar 2025;
from:
uworkin.com