Graduate Financial Advisor

2 weeks ago

Sydney, New South Wales, Australia beBeeFinancial Full time $60,000 - $80,000
Financial Advice Graduate Role

We are seeking a highly motivated and enthusiastic graduate to join our team in the financial advice sector. This is an excellent opportunity to start your career and develop a strong foundation in providing expert guidance.

  • Deliver exceptional client service, including meeting and greeting clients, managing inquiries and requests.
  • Develop a deep understanding of the team's operations and build strong working relationships to assist with tasks and processes.
  • Maintain systems, processes, and tools, ensuring data accuracy and integrity.
  • Support administrative functions for the team, ensuring seamless workflow and efficient communication.

We value diversity, equity, and inclusion, and we strive to create a culture where everyone feels welcome and valued. Our core values of collaboration, curiosity, and empathy guide our interactions and help us achieve our mission.

Key Responsibilities:

Client Service:

- Meet and greet clients
- Manage inquiries and requests
- Develop long-term client relationships

Team Support:

- Assist with information gathering
- Complete tasks and processes within agreed time frames
- Provide regular updates and reports

Administrative Functions:

- Maintain accurate records and databases
- Ensure data integrity and security

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