Administrative Professional

6 days ago


Adelaide, South Australia beBeeClient Full time $90,000 - $130,000

Job Summary:

We are seeking an experienced and administrative professional to join our team. As a key member, you will be responsible for coordinating Adviser teams to provide exceptional client service, increase team efficiency, and ensure compliance with regulatory requirements.

Key Responsibilities:

- Service existing client relationships and maintain a consistent client experience.

- Communicate financial market updates, investment ideas, and asset allocation to clients.

- Execute trades as instructed by Adviser Teams and in accordance with LOA provisions.

- Produce Statements of Advice (SOAs) and pitch documents.

- Establish and maintain client accounts.

- Monitor and maintain compliance obligations, including the Sophisticated Investor Register and Statement of Advice.

- Manage team prospects and opportunities, ensuring Salesforce is up-to-date.

Requirements:

- Demonstrated experience in a Wealth Management or Financial Services organisation.

- Proven knowledge and understanding of the financial services industry and regulatory environment.

- Ability to work in a fast-paced investment environment and have strong analytical skills.

- Proficient in using MS Office, Excel, Word, and IRESS.

- Strong interpersonal skills and demonstrated client service ethic.

- Excellent verbal and written communications skills.

Career Advancement Opportunity:

This is an exciting opportunity for an individual looking to expand on their current administration experience and continue their career in Wealth Management.

We offer a diverse and inclusive workplace where everyone feels valued and appreciated for being their true authentic selves. We strive to create a workplace where all colleagues can thrive and grow.



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