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Team Assistant

1 month ago

Brisbane, Australia Perigon Group Full time

Full time, permanent role
- CBD Location
- Premier wealth management business

**The Company**
Our client, is one of Australia's leading wealth managers. They provide their investors access to markets and a range of investment options, backed by leading research, middle and back office support. This allows them access wide range of opportunities that yields higher returns than their competition while being supported by a balanced and steady portfolio.

**The Role**
The Team Assistant will provide exceptional assistance to the advisors in developing and implementing financial advice and investment proposals.

Key Responsibilities:

- Assist the advisors in developing and implementing financial advice and investment proposals in an efficient and accurate manner
- Provide superior client service and maintain strong client relationships by responding quickly and appropriately to client requests
- Maintain an up-to-date working knowledge of current relevant legislation and industry standards
- Provide efficient and broad administration support to the Investment/Financial Advisory team
- Undertake general mailing duties including opening and distributing incoming mail within Investment/Financial Advisory and facilitating bulk mail-outs
- Reconcile Expense statements and receipts
- Other ad-hoc administrative responsibilities as required

**About You**
- Relevant experience in a support capacity preferably in stockbroking assistant roles
- Completion of Secondary Education and RG 146
- Tertiary qualification in the economic/finance field
- Proficiency in relevant IT software, including IRESS, Agility, MS Word & MS Excel, XPlan highly desirable
- Highly motivated and self-directed
- Willingness and ability to work under pressure and meet deadlines
- Strong communication and interpersonal skills
- Strong analytical and numerical skills, accuracy and attention to detail
- Sound understanding of the share market and market conditions, Australian Stock Exchange (ASX) business rules, and corporate law

If this sounds like you, APPLY NOW

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