Financial Adviser Services Representative

5 days ago

Sydney, Australia Keegan Adams Full time

Highly regarded Australian Wealth Management Firm. Fun & social team environment
- Will suit an enthusiastic, hard working grad with desire to progress in finance

An exciting opportunity is available for a
**bright and enthusiastic graduate** to join a
**leading Australian Investment management firm** with a strong reputation in the industry.
**Launch your career in Financial Services and receive hands-on and ongoing training **to expand your practical knowledge across a range of Financial products and build your long term career.

You would be part of a team

Duties would include;
- Taking requests from financial advisers relating to the maintenance of their accounts, products, and technical queries.
- Maintaining accurate registry system records.
- Maintenance of client record requirements for follow up and ensuring appropriate documentation is received.
- Producing and sending correspondence to clients within service standards.
- Managing written and telephone enquiries and requests from advisers.

**What are we looking for?...**
- Recently completed (or be close to completing) your undergraduate University degree. Ideally in Finance, Commerce, Business or similar
- Exceptional communication skills & a client focused approach
- Previous experience in a corporate environment. Retail and hospitality experience will also be considered
- Enthusiasm and a willingness to learn
- Excellent attention to detail
- Strong time management and organisation skills, and the ability to work to deadlines
- A strong team player approach and the desire to assist others

**This is a fantastic entry level opportunity not to be missed** In return for your hard work, you will receive ongoing training & support, a competitive salary package, numerous company benefits and genuine long term career progression opportunities

We are interviewing immediately. Please send your cover letter and CV via the APPLY link on this website or call George Lo for a confidential discussion.

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