Sydney Investment Assistant Opportunity
1 week ago
About Our Investment Role:
We are seeking a skilled and ambitious Investment Assistant to provide high-quality investment services in Sydney. As an Investment Assistant, you will work closely with experienced professionals to deliver exceptional results to our clients.
Key Responsibilities:
- Implement investment documents efficiently and accurately
- Prepare detailed client portfolio reviews and investment reports
- Liaise with fund managers and execute share trades via broker platforms
- Foster strong client relationships and resolve queries
- Analyze client data and develop strategies for their investments
Required Skills and Qualifications:
To succeed in this role, you will have:
- Experience in the financial industry
- A relevant degree or certification such as ADFPA or DFP qualification
- Excellent communication skills and relationship management abilities
- Proficiency in financial planning software, including XPLAN
What We Offer:
You will receive training and development opportunities to advance your career and progress into a leadership role. Our clients value long-term relationships and offer great growth opportunities.
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