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Financial Services Professional
3 weeks ago
Are you a detail-oriented professional seeking a challenging entry-level opportunity in financial services?
About the RoleOur organisation is looking for an individual with excellent communication skills to provide support to our advisory team.
Key Responsibilities- Prepare and implement client advice documentation and reviews
- Handle client enquiries professionally and maintain strong relationships
- Provide administrative assistance to our advisory team
- Liaise with superannuation funds, investment platforms, fund managers, and brokers
- University degree in business, finance, or related field (desired)
- Experience in client service or support role in financial services (desired)
- Strong written and verbal communication skills
- Excellent time management and organisational skills
- Self-motivated with initiative and a passion for learning
- High attention to detail and professional attitude
- Proficient in Microsoft Office suite, particularly Excel and Word
- A supportive and dynamic work environment
- Ongoing training and development opportunities
- The chance to contribute to a reputable financial institution
