Financial Services Graduate Trainee

2 weeks ago

Sydney Ballarat Perth, Australia beBeeInvestment Full time $60,000 - $80,000

We are seeking a highly motivated and talented individual to join our financial services team as a graduate trainee.

Job Description:

As a member of our team, you will have the opportunity to learn from experienced professionals and develop valuable skills in investment advice, portfolio management, and more.

Key Responsibilities:
  • Assist in the preparation of investment advice and support financial advisers with client administration and processes
  • Learn relevant regulations and provide procedural advice
  • Ensure the accuracy and consistency of data
  • Participate in client meetings and document key details
  • Support financial advisers and conduct paralegal work such as performing legal research, drafting documents, and assisting with administrative tasks
About You:
  • You hold a Bachelor's degree in Business/Commerce, Accounting, Economics with a Finance or Financial planning major
  • You possess integrity and professionalism, with the ability to effectively communicate with clients and colleagues
  • You are a self-starter and a team player, with the ability to bring unique skills and ideas to the table
  • You possess a can-do attitude, resilience, and a strong commitment to continuous learning and professional development

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