Financial Services Assistant

4 weeks ago


Sydney, New South Wales, Australia Fitzgerald Jenkins Recruitment Full time

Financial Services Assistant

Fitzgerald Jenkins Recruitment is seeking a highly motivated Financial Services Assistant to join our client's growing business in the Sydney CBD.

In this role, you will support a team of Advisors who provide full-service stockbroking, financial planning, superannuation, funds management, and fixed interest services to their clients.

Responsibilities include:

  • Handling all day-to-day correspondence for clients
  • Assisting with client settlements and corporate actions
  • Providing accurate market information and research to clients
  • Building strong relationships with clients and internal stakeholders
  • Executing administrative tasks for clients and Advisors
  • Maintaining and updating all client files

To be considered for this role, you will:

  • Be RG146 compliant and ADA 1 + 2
  • Have commenced your Professional Year (PY)
  • Possess excellent communication skills - both written and verbal
  • Possess the potential to build a client network and/or the desire to become an Advisor within months
  • Be able to work to tight deadlines with flexibility
  • Be able to prioritize and manage multiple tasks
  • Possess full Australian working rights


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