Financial Services Assistant

4 weeks ago

Sydney, New South Wales, Australia Profusion Group Full time

At Profusion Group, we're seeking a highly skilled Financial Services Assistant to join our team of professionals in wealth management and investment solutions. As a key member of our team, you will play a vital role in supporting our advisers and ensuring seamless client interactions.

Key Responsibilities:

  • Provide administrative support to our advisers, including managing client accounts, paperwork, and other tasks.
  • Maintain accurate client records, prepare client advice documents, and record file notes.
  • Track and ensure completion of action items from client meetings.
  • Handle incoming calls, manage client queries, and provide prompt responses to client needs.
  • Coordinate with external contacts and manage the adviser's schedule by booking client and internal meetings.

Operational Support:

  • Update and maintain essential regulatory documents, including Investor Certificates, Fee Disclosure Statements, and Renewal Notices.
  • Assist with fund transfers, investment applications, and redemptions through platforms like Netwealth and IRESS, ensuring training records are maintained.

Process Improvements:

  • Help develop and maintain internal guides and processes to streamline tasks and improve client service.
  • Manage your own workflows and prioritize recurring tasks, actively seeking opportunities to support the team.
  • Assist in achieving team goals related to revenue, client relationships, and overall success.

Cultural Values:

  • Demonstrate values of Quality, Integrity, and Courage in all aspects of your work.
  • Contribute to building a positive and compliant team culture.
  • Ensure the highest levels of client confidentiality and professionalism.

Technical Skills:

  • Proficiency in Microsoft Excel, Word, and PowerPoint.
  • Experience with trade platforms is desirable but not required.
  • Strong reporting and analytical skills, with the ability to manage multiple tasks efficiently.

Career Development:

  • Engage in ongoing training and development opportunities to enhance your skills and advance your career within the organization.
  • Seek mentorship and guidance from senior team members to identify potential career paths and growth opportunities.

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