Associate Financial Services Professional
4 days ago
Much more than money is a leading financial services company with a strong presence in Canberra and Sydney. Our team of five financial advisers and 23 team members work together to provide exceptional service to our diverse client base.
About Our CompanyWe are committed to the development of our team members and provide a flexible working environment with a range of benefits aimed at ensuring our team are able to perform at their best.
Job SummaryWe are seeking a motivated and organized individual to join our team in Canberra as an 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.
Key Responsibilities- Implementation tasks
- Preparing advice documents for paraplanning
- Liaising with clients to assist them with their needs
We are looking for an individual with recent experience as an Associate or Client Service Officer. You will be a strong communicator with excellent interpersonal skills and the ability to work effectively in a team environment.
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