Financial Services Assistant
4 weeks ago
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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