Finacial Advice Graduate

4 days ago

Sydney, Australia Lorica Partners Full time

As a new graduate you will start in our Client Service Team. You will be part of the team that is responsible for providing a broad range of support to the Advice team, in the provision of high-quality ongoing services to existing and prospective clients. This is the stepping stone to undertaking your progessional year, and becoming and adviser with us.

**Key Responsibilities**:

- Provision of exemplary client service, meeting and greeting clients, managing inquiries and requests.
- Developing a deep knowledge of and strong working relationship with the team to assist with obtaining information, completion of tasks and processes, and reporting, within agreed time frames
- Maintaining systems (including the Client Relationship Management System), processes, and tools, ensuring data integrity
- Assist in administrative functions for the team.

We acknowledge each of us contributes to inclusion. Our culture is the reflection of our behaviours and how we live our values of collaboration, curiosity, and empathy. Collectively, these values support the sharing of perspectives by encouraging us to try new things, speak openly, and be inclusive. Upholding our values each day contributes to an inclusive culture to help deliver our mission.

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