Executive Assistant

2 weeks ago

Brisbane, Queensland, Australia Morgans Financial Limited Full time $104,000 - $130,878 per year

About Morgans

Morgans is Australia's largest full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity.

The Opportunity

Are you a go-getter who thrives in a fast-paced environment? Do you pick up systems quickly, juggle multiple priorities with ease, and stay two steps ahead? We're looking for an exceptional Executive Assistant (known internally as Private Wealth Assistant) to join our team in Brisbane and support our high-performing advisers and clients.

Benefits

  • Eligible to participate in bonus scheme
  • Learning and development opportunities including Morgans' Mentoring program
  • Discounted financial services, health care, gym memberships & more
  • Positive impact on the community through the Morgans Foundation and paid volunteer days

What you will be doing

  • Provide administrative support to Director, advisers and the broader team
  • Assist with client trades to ensure they are executed and settled efficiently, accurately, and on time
  • Handle client queries and complete all client administration tasks
  • Support advisers with IPOs and placements
  • Understand and assist with our managed portfolio service
  • Prepare new client packs and maintain client files
  • Assist with account opening and ongoing maintenance
  • Manage timely correspondence of forms between parties and update implementation schedules

What you will bring

  • Demonstrated experience in an Executive/Personal Assistant or Administrative role
  • A proactive, "on the ball" attitude with strong multitasking and prioritisation skills.
  • Fast learner with a knack for picking up new systems and processes.
  • A strong and professional communicator – confident in liaising with clients, advisers, and stakeholders.
  • Experience in financial services is highly favourable, though backgrounds in accounting or finance are also welcome.

Yes, I want to apply

If you are interested in this role and would like to join the Morgans team, please click apply and submit your cover letter and resume

We believe in creating opportunities for everyone and welcome applications from people with diverse backgrounds and experiences. We can't wait to hear from you

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