Melbourne - Graduate Associate Advisor (start Asap)
2 weeks ago
We are part of the Bentleys Australia network, ranked number 12 in the AFR Top 100 accounting firms in Australia, and an independent member of Kreston Global, a worldwide network of experienced accounting and advisory firms.
Our international affiliations offer opportunities for staff to participate in national conferences and secondments, benefiting both our clients and our team members.
About you This is a fast-paced, detail-oriented role requiring you to prioritize your work to meet deadlines and targets while maintaining professionalism and high standards.
You are a team player and problem-solver with effective communication skills and a client-focused approach, ensuring our services meet diverse client needs.
You will also possess: Tertiary qualifications in financial planning, business, commerce, or similar Previous wealth management experience (preferred)Intermediate proficiency in Microsoft Word, Excel, and Outlook Police clearance Excellent interpersonal and communication skills Your role: As a Graduate Associate Advisor, you will support the Wealth team with administrative tasks and assist the broader operations team with urgent matters as needed.
We are seeking candidates with experience in: Preparing and completing client file notes Managing correspondence Handling incoming and outgoing mail Responding to calls when advisors/paraplanners are unavailable Assisting with client strategy implementation Document administration and corporate filings Switches and rollovers Meeting preparation Liaising with authorities like the ATO and State Revenue Office Ordering Product Disclosure Statements Client liaison and administrative follow-up Updating databases with IT support Preparing and reviewing financial statements for various entities Our benefits: At Bentleys Wealth, we offer attractive benefits, including: Support through your Professional Year to become a qualified Advisor Monthly early finish days Flexible working arrangements, including WFHBirthday early finish days Monthly staff lunches and celebrations Annual and social events such as running clubs, wine tastings, and cultural celebrations
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Melbourne, Victoria, Australia Notre Dame Full timeAbout Bentleys VICBentleys Victoria is a dynamic professional services firm comprising progressive accountants, financial planners, auditors, mortgage brokers, and tax specialists committed to helping our clients achieve their goals.We are part of the Bentleys Australia network, ranked number 12 in the AFR Top 100 accounting firms in Australia, and an...
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Melbourne, Victoria, Australia Notre Dame Full timeAbout Bentleys VICBentleys Victoria is a dynamic professional services firm comprising progressive accountants, financial planners, auditors, mortgage brokers, and tax specialists committed to helping our clients achieve their goals.We are part of the Bentleys Australia network, ranked number 12 in the AFR Top 100 accounting firms in Australia, and an...
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