Advisor Support

1 week ago

Goulburn, New South Wales, Australia Boyce Chartered Accountants Full time $60,000 - $90,000 per year
  • 5 wellbeing days per year
  • Highly competitive parental leave policy
  • Flexibility to balance your work and personal life

The Opportunity:

We're seeking a new team member to join our Private Wealth Team in an Adviser Support role in our Goulburn Office.

The Advisor Support role at Boyce provides essential administrative support to our financial advisors, efficiently managing document preparation, compliance, and client data. This role also involves coordinating appointments, managing client files, and ensuring high standards of organisation and confidentiality. Additionally, this role offers opportunities for skill development and growth through working with our team of Financial Advisors.

Why work for us?

When you become a part of Boyce, you'll be joining a leading advisory firm with exceptional benefits.

  • An attractive remuneration package that will commensurate with your qualifications and experience.
  • A genuine commitment to Learning & Development, both 'on the job' and externally.
  • A highly competitive parental leave package.
  • An extensive wellbeing program, including access to our EAP and five wellbeing days per year.
  • Flexibility to balance work and personal life.
  • Regular participation in social and community events.

About you:

You're an organised and proactive individual with a keen eye for detail and a strong commitment to providing exceptional customer service. With excellent administrative and time management skills, you manage tasks like document preparation, client data management, and compliance with ease. You approach your work with professionalism and respect for client confidentiality while showing a genuine eagerness to learn and develop. You're also comfortable using various software systems, from Microsoft Office to specialist internal platforms. Additionally, you thrive on collaboration, take initiative, and identify solutions that support team success.

If you have the following experience, we'd love to hear from you:

  • Previous experience in financial planning or professional services (desirable but not essential).
  • Strong interpersonal skills, enabling effective communication with a variety of clients over the phone and face-to-face.
  • Friendly and approachable, comfortable interacting with clients and the Boyce team.
  • Willingness to be flexible in duties and deliver exceptional service to both clients and team members.
  • Comprehensive knowledge and experience with Microsoft applications and other relevant software, with proficiency in office technology.
  • Ability to work independently, demonstrating initiative and accountability for thorough task completion.
  • A high level of responsibility and ownership of work quality and accuracy, taking pride in delivering error-free outcomes and actively pursuing continuous improvement.
  • A positive, "can-do" attitude, along with strong adaptability and reliability.

More about Boyce:

Founded over 50 years ago, Boyce provides a range of advisory services to businesses and investors across NSW and beyond. We have offices in Wagga Wagga, Goulburn, Orange, Tamworth, Dubbo, Cooma, Moree, Canberra, and Sydney, with team members working remotely across Australia.

Boyce has ranked as the #1 Regional Accounting Firm in Australia in the AFR's Top 100 Accounting Firms list for every year since 2018. We are connected to our communities, and we cultivate lasting relationships built on trust.

Please note: While engaging external recruitment agencies forms part of our recruitment strategy, in this instance we will not be accepting unsolicited submissions for this role.

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