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Graduate Associate Career Advisor
2 weeks ago
We are seeking a motivated and skilled individual to join our team as a Graduate Associate Advisor.
About the Role:
- The successful candidate will provide administrative support to the Wealth team, assisting with tasks such as preparing client file notes, managing correspondence, and responding to calls when advisors are unavailable.
- Responsibilities will also include assisting with client strategy implementation, handling document administration, and supporting switches and rollovers.
About You:
- To be successful in this role, you will possess strong organizational skills, effective communication abilities, and a strong client focus.
- You will have tertiary qualifications in financial planning, business, commerce, or similar, and previous wealth management experience is preferred.
- Intermediate proficiency in Microsoft Word, Excel, and Outlook is also required.
Benefits:
- We offer a range of benefits to support your career development and work-life balance, including:
- A supportive environment with regular training and mentorship opportunities
- Flexible working arrangements and monthly early finish days
- A birthday early finish day, staff lunches, and social events
- Additional activities such as running clubs, wine tastings, and cultural celebrations
