Elite Client Services Coordinator

3 weeks ago

Sydney, New South Wales, Australia Keegan Adams Recruitment Full time

Company Overview

As a top-tier private wealth management firm, we pride ourselves on delivering tailored financial solutions to our clients. Our supportive and vibrant culture is dedicated to employee development, ensuring that our team members thrive in their roles.

About the Role

We are seeking a proactive and professional Adviser Assistant to join our growing team. This exciting opportunity will see you supporting a Female Financial advisor with a portfolio of Ultra HNW individuals, families, charities, and other high-net-worth clients.

Key Responsibilities:

  • Prepare account opening and transfer forms for client presentation
  • Follow up on asset transfers, rollovers, and cash receipts
  • Prepare Welcome Packs and schedule client reviews in Xplan
  • Manage the review cycle meeting calendar for advisers
  • Handle term deposit rollovers, corporate actions, and trade settlements
  • Respond to client requests promptly and professionally
  • Build and maintain relationships with key clients
  • Liaise with clients and third parties to arrange adviser meetings
  • Support risk management and compliance culture

Requirements:

  • Previous experience in an administration or support role within wealth management (Financial Planning/Private Wealth/Stockbroking)
  • High attention to detail and excellent time management skills
  • A strong work ethic and a 'can-do' attitude
  • Excellent communication skills
  • Ability to learn quickly and adapt in a dynamic environment

What's in It for You:

  • Ongoing training and development opportunities
  • A generous company benefits package, including additional leave entitlements, wellness initiatives, and social and community engagement activities
  • The chance to work in stunning CBD offices with a hybrid working model available after probation

This is a full-time, permanent position offering a competitive salary and outstanding career prospects. If you're looking for a challenging and rewarding role in a dynamic and supportive environment, we encourage you to apply.

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