Financial Services Associate
6 days ago
About Ensombl
Ensombl is a financial services company based in Canberra and Sydney, with a team of 23 members and five financial advisers. Our clients are diverse, and we have built long-standing relationships with them as they progress through their financial journey.
Our Commitment to Team Development
We are committed to the development of our team members, providing a flexible working environment with many additional benefits aimed at ensuring our team enjoys their best work life.
About the Role
We are seeking a motivated and organized person to join our team in Canberra as a Financial Services Associate. As an Associate, you will assist an Adviser in the day-to-day running of the team, sit in on client meetings, and work as part of a small team within a larger team.
Responsibilities
- Implementation tasks
- Preparing advice documents for paraplanning
- Liaising with clients to assist them with their needs
Requirements
- Recent experience as an Associate or Client Service Officer
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