Adviser Assistant

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We are seeking a proactive and dedicated individual to provide day-to-day support to our team in a growing business. In this dynamic role, you will be the backbone of our team, assisting with client interactions, research tasks, and administrative duties to ensure smooth operations.

Consideration given to those candidates wanting to develop a career in financial and investment advice.

What you will be doing

Assist with general duties to ensure client trades are executed and settled efficiently, accurately and on time

Assist Advisers with managing Initial Public Offers (IPO) and placements

Understand and assist advisers and clients with our managed portfolio service

Receive new client reports and prepare new client packs and files

Assist advisers with account opening and maintenance

Take responsibility for the timely correspondence of forms between parties and update the implementation schedule as steps are completed

What you will bring

Self-motivated and deadline driven

Ability to follow a task through until it is completed, in order to minimise any disruption to advisers

Proficient with MS Word, MS Excel and Canva and general computer skills

Financial market background (advantageous)

Excellent written and verbal communication skills

Client focused

Engaging and approachable

Excellent teamwork

About Morgans

Morgans is Australia's largest full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity.

Morgans Merimbula, has been operating since 1997 and services a geographical diverse client base.

Yes, I want to apply

If you are interested in this role and would like to join the Morgans team, please click apply and submit your cover letter and resume.

We believe in creating opportunities for everyone and welcome applications from people with diverse backgrounds and experiences. We can't wait to hear from you

Learning and development opportunities including Morgans' Mentoring program

Discounted financial services

Positive impact on the community through the Morgans Foundation and paid volunteer days

Salary match Number of applicants Skills match

Your application will include the following questions:Which of the following statements best describes your right to work in Australia? What's your expected annual base salary? How much notice are you required to give your current employer?

Australia's largest national full-service retail stockbroking and wealth management network with over 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories. Over 35 years of industry experience direct access to all securities listed on the Australian Securities Exchange (ASX) and the National Stock Exchange of Australia (NSX). Track record of establishing long-term client relationships award-winning research team providing research on a wide range of ASX listed companies and regular market updates top-ranked small and mid cap corporate finance house clients benefit from new investment opportunities including initial public offers and other capital raisings administered by our corporate finance team specialist small and mid cap institutional sales team with direct access to all of Australia's leading fund managers Source: This is an extract from the company's own website.

Australia's largest national full-service retail stockbroking and wealth management network with over 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories. Over 35 years of industry experience direct access to all securities listed on the Australian Securities Exchange (ASX) and the National Stock Exchange of Australia (NSX). Track record of establishing long-term client relationships award-winning research team providing research on a wide range of ASX listed companies and regular market updates top-ranked small and mid cap corporate finance house clients benefit from new investment opportunities including initial public offers and other capital raisings administered by our corporate finance team specialist small and mid cap institutional sales team with direct access to all of Australia's leading fund managers Source: This is an extract from the company's own website.

3d ago

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