Associate - Private Wealth Management (Start ASAP)

3 weeks ago

Canberra, ACT, Australia Gotafe Full time
The Company

E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high-quality, market-leading financial advice for individuals, families, for-purpose organisations, corporates and institutions

An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.

Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.

We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you. Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.

The Role

Joining E&P Financial Group as an Associate in our Private Wealth Management team in Canberra, you will work in a small team providing support to the Advisers. This is a great opportunity to work and gain a broad depth of experience in your first role in the industry or to leverage existing experience in this area.

Your role will have a strong administration focus where you will develop a deep understanding of all aspects of the role which will provide you with a solid foundation to grow your career over time. You will assist the team in delivering high levels of service associated with managing a private wealth client base.

A typical day may include:

  • Provide technical and administration support to Advisers.
  • Place buy/sell orders on the market as requested by clients.
  • Manage funds product orders.
  • Provide analysis and ongoing monitoring of investments.
  • Preparation of formal advice documents (i.e. Statements of Advice).
  • Assist with client meetings and respond to client requests.
About You

Key to your success in the role will be:

  • A relevant Bachelors' degree (or prior experience in a similar role)
  • A strong interest in and/or prior experience in financial services and financial markets
  • Excellent verbal and written communication skills
  • Strong attention to detail
  • A willingness to learn
  • Your self-driven approach
  • Technologically savviness.
Our Benefits

We have a range of benefits that we think you'll like including daily breakfast options, purchased annual leave, and regular wellness initiatives.

We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right.

We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity. We are dedicated to fostering a diverse workforce and actively invite applications from First Nations People, individuals with disabilities, and people from culturally and linguistically diverse backgrounds.

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