Financial Services Specialist

7 days ago

Sydney, New South Wales, Australia beBeeWealth Full time $90,000 - $120,000
Role Overview

Our organization is seeking a detail-oriented Wealth Management professional to join its dynamic team as a key contributor. The successful candidate will be responsible for managing compliance and documentation, handling client communications, and administering market-related tasks.

Key Responsibilities:
  • Ensure accurate and timely completion of the Statement of Advice process.
  • Respond to client inquiries with exceptional service and professionalism.
  • Effectively manage client portfolios and administer related tasks.
Requirements:
  • Previous experience in financial services is highly desirable.
  • The ability to support trade setup and placement efficiently is essential.
  • A degree in Business, Finance, or Commerce is preferred but not required.
  • Opportunities for career growth and industry exposure are available.
  • A supportive work environment and continuous training programs ensure ongoing development.
  • Exposure to ASX business rules and Corporate Law is a valuable asset.
What We Offer:
  • Dynamic and inclusive work environment.
  • Ongoing training and professional development opportunities.

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