Advisers Assistant

2 months ago


Melbourne, Australia Ambition Group Full time

**The Company**

Growing Wealth Management firm seeks who offer an excellent work / life balance, respectful culture and first-class training currently seeks a talented Advisers Assistant due to the recent onboarding of a new adviser team.

**The Role**
- Provide support to 1 adviser and perform account maintenance, trade settlement and portfolio reporting.
- Establish and maintain client accounts and produce portfolio updates.
- Attend client functions as you act as a key point of contact for the business.
- Liaise extensively with clients and provide them with comprehensive investment information.
- Liaise with trading desks to obtain stock quotes.
- Develop marketing materials to build a portfolio of new clients.
- A mature, professional attitude, with an ability to self-manage.
- The confidence to adapt to a fast paced and demanding environment.
- Superior time management and a strong client focus.
- Strong teamwork skills.

**Julian Soames**
**Associate Director - Banking and Financial Services**

**Job details**:
Posted 09 April 2024

SalaryAU$80000.00 - AU$100000.00 per annum + Super

LocationMelbourne CBD

Job type Permanent

DisciplineBanking & Financial Services

Reference272541


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