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Dealers Assistant Financial Planning
2 weeks ago
Our Client
Our client is a leading, well established national Financial Services organisation specialising in Financial Planning and Advisory services.
They are a collaborative team that enjoy seeing the success of their clients, whilst supporting and developing their own team.
The Role
Supporting a team of Advisors, you will be responsible for a variety of tasks from Client Service to Administration.
Further you will be responsible for:
- Deliver a high level of service to Clients & Stakeholders
- Onboarding new Clients and assisting Advisors with client maintenance
- Perform general administrative duties
- Keep abreast of financial markets and industry trends
- Prepare and complete documentation for reporting
Skills & Experience
- Previous experience working in Banking or within Financial Services
- Completed Tertiary qualified in Economics, Commerce or similar
- Salesforce & Xplan experience would be ideal
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