Financial Industry Professional

2 weeks ago

Melbourne, Victoria, Australia beBeeAssociate Full time $46,757 - $114,326
**Job Opportunity:** Associate AdviserWe are seeking a highly motivated and driven individual to join our team as an Associate Adviser. This role offers the opportunity to work with a highly experienced team, assisting in conducting due diligence, processing transfer related documents and liaising with existing and new clients.**Key Responsibilities:
  • Identify clients' needs and prepare a strategy and advice
  • Process paperwork for deceased estates
  • Attend and contribute to client meetings
  • Follow established business processes and contribute to continuous improvements through projects
  • Build and maintain trusted relationships with clients and external professionals
**Requirements:
  • 1-2 years of financial industry experience
  • Driven to become a financial adviser in the next 1-3 years
  • Excellent written and verbal communication skills
  • Rapidly improving organisational skills and strong attention to detail
  • The ability to work as part of a team
  • A thorough understanding of the financial advice process, products, and industry
  • Bachelor's degree in Business, Commerce, Accounting, Law or related fields
**Working Conditions:
  • Monday to Friday schedule

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