Adviser Assistant

3 days ago

Melbourne, Victoria, Australia Lgt Crestone Wealth Management Full time

Min Experience- 2 yearsYour team
- A part of the client facing Advisory team including the Business Manager, Investment Advisers and Adviser Assistants.
- Working as part of the broader organisation of employees including:

- Support roles including Office Manager, Front of House and Reception, Executive Assistant.
- Operations team.
- Specialists within the Investment, Product and Services team.

Your Role
- On-boarding of clients, account opening and day to day administration and maintenance of client portfolios.
- Provide effective and timely management of settlement obligations including funds and/or securities due, margin calls, asset transfers, cash transfers; corporate action management; facilitation of order execution and quote requests as required; IPO and Placement coordination.
- Liaise with Operations team to coordinate cash and stock transfers, corporate actions, and international trading execution.
- Assist in servicing client accounts by researching routine problems and assisting with queries, identifying errors, listening to the needs of clients and, with approval, initiating corrections.
- Assist in preparing information for Investment Adviser prior to meetings, follow up with adviser post meeting and update where necessary.
- Regular liaison with clients, Advisers, and other internal departments including Operations, Investment Solutions, Financial Planning & Wealth Management and other support staff.
- Proactive client management ensuring that annual reviews, updates of risk profile and expiring documentation are carried out by your team in a timely manner.
- Handle all incoming and outgoing correspondence.
- Maintain client files within Avaloq ensuring any updates are managed with clients and Operations and maintaining manual records as required
- Provide overall telephone assistance to the Investment Advisers, answering incoming calls and taking messages.
- Manage and report on the Investment Adviser's service delivery, including compliance with the portfolio mandate
- Assist the Investment Advisers with preparation of investment proposals, new pitch documents, review documents as required.
- Assist in coordination of client functions and marketing events in conjunction with the Business Manager and Event Manager.
- Provide team-oriented support to other Adviser Assistants and the Business Manager as required.
- Provide ad hoc coverage for the reception area.
- Assist in housekeeping of the office as required.

Your skills & experience
- A minimum of 2 years' experience in a similar role within Wealth Management sector or a proven aptitude to learn new skills.
- Anti-Money Laundering / Know Your Client experience an advantage

Your role competencies
- Excellent customer service skills.
- Resourceful, self-starter with high work standards and willingness to learn.
- Excellent written and verbal communication skills with an ability to influence.
- Strong Microsoft office skills - including Excel, PowerPoint, Word
- High level of attention to detail and accuracy with a focus on compliance.
- Exceptional organisational and prioritisation skills.
- Able to multi-task effectively in a fast-paced environment.
- Pragmatic and flexible.

Your qualifications
- Degree qualified in Finance or related disciplines desirable.
- RG146 accreditation or equivalent (or willingness to quickly work towards obtaining this qualification).
- Level 1 & Level 2 Derivatives accreditation seen as an advantage

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