Client Relationship Manager/Associate Adviser

1 week ago

Melbourne, Victoria, Australia Trilogy Financial Group Full time $40,000 - $60,000 per year

We are hiring at Trilogy Financial Group

If you love working as part of a team, having fun and are looking to join a successful group here in Mildura, then this could be for you.

Our private wealth management advice firm has delivered 20 years of exceptional service to clients, and has a professional reputation within the community built on trust.

The Opportunity

What we are looking for in this full-time role as Client Relationship Manager/Associate Adviser is someone that is enthusiastic and ready to:

  • Work closely with our clients in a warm and caring manner, helping make them feel like part of the family;
  • Take on numerous administration tasks including preparing client reports, arranging meetings, answering client inquiries, implementation of advice and assisting advisers in managing their work and calendars;
  • Assisting advisers in researching and preparing compliant and well-presented advice documents;
  • Help our business evolve through feedback and new ideas.

Let's talk about you

  • A personable and professional style with a proactive attitude;
  • Strong verbal and written communication skills;
  • The drive for efficiency in processes with the use of technology;
  • Time management skills;
  • The ability to work independently and as part of a team;
  • Proficient with Microsoft Office (Word, Excel and Outlook);
  • A desire to develop knowledge about the financial advice industry.
  • Partially or fully completed tertiary study &/or experience in financial planning or a related field would be an advantage;
  • Applicants must be willing to complete further study to enhance their knowledge and understanding of the financial planning industry.

Why choose our firm?

  • This role offers an attractive remuneration package;
  • You will have a level of flexibility in working conditions;
  • You will become part of our fun and caring team;
  • Clear career development pathway and ongoing training support.

So if this sounds like you, we encourage you to reach out.

Applications should be uploaded via Seek by 5:00pm Friday 29th August.

For further information, please contact Mel Lever on or 

All applications will be maintained with the strictest confidentiality.

**Please note that Mildura is located in North-West Victoria, approximately six hours from Melbourne**

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