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Adviser Assistant

3 weeks ago

Sydney, Australia Findex Full time

Fast-paced client focussed role that will put you on a pathway to one day, becoming an Adviser.

Findex is building a workplace that is unrestrained by geography and hierarchy. A workplace that is connected through technology. A workplace that values your needs and allows you to be the best version of yourself.

**We are on the lookout to find someone who loves our clients as much as we do**

Are you searching for an exciting, fast-paced role that will put you on a pathway to one day becoming an Adviser? If so, we want to hear from you As an Adviser Assistant, your focus will be to support a small team of Advisers and build strong relationships to support our client base - let’s just say, you are the glue that brings it all together.

**TELL ME MORE **

As a specialist within our Client Services team, you will have the autonomy to be responsible for your own tasks. Strong time management skills are a must, alongside of your chatty disposition.

Now, diving into the nitty gritty details, we need you to:

- Coordinate the assignment of tasks that require delegation to the broader Client Services team
- Act as an escalation point
- Assist Advisers in managing their Ongoing Fee Arrangement obligations and completing Corporate Action requests
- Monitor outcomes to client related tasks are complete within expected service levels
- Drive a same day service approach to satisfy the needs of clients

**THE PERKS **
- We aim to provide flexible schedules, work environments and experiences
- Comprehensive training including a dedicated buddy
- EAP access supporting a healthy work-life balance
- Study support programs, health insurance benefits and more

**Now, let’s talk about you**

You are someone with..
- _Client Services experience within the Financial Planning industry is ideal _
- _Excellent client and stakeholder relationship skills _
- _A genuine team player attitude and ability to empower other people to learn and develop _
- _High attention to detail and strong organisation skills _
- _A desire to build a career in Financial Planning _

**Why Findex? **_#writeyournextchapter _**

With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn’t limited by their location. We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.

**Next Steps?**

**Please note**:
S-DNI