Financial Services Assistant

3 weeks ago


Sydney, New South Wales, Australia Fitzgerald Jenkins Recruitment Full time
Job Title: Financial Services Assistant

We are seeking a highly motivated and organized Financial Services Assistant to join our team in Sydney. As a key member of our team, you will provide administrative support to our financial advisors and assist with various tasks related to client services, market research, and financial operations.

Key Responsibilities:
  • Provide exceptional client service and support to our financial advisors
  • Assist with market research and analysis to provide valuable insights to our clients
  • Support the preparation of financial reports and presentations
  • Manage and maintain accurate records and databases
  • Develop and maintain strong relationships with clients and internal stakeholders
Requirements:
  • RG146 compliant and ADA 1 + 2
  • Professional Year (PY) commenced
  • Superior communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Full Australian working rights
What We Offer:
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package


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