Associate (Adelaide)
2 months ago
Your team
- A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates.
- 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.
- Provide a wide range of administrative support including data entry, photocopying, faxing, email management and general clerical duties.
- 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 Associates and the National Associate 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
We have other current jobs related to this field that you can find below
-
Adelaide, Australia The University of Adelaide Full timeContinuing, full-time opportunity. The School of Agriculture, Food and Wine is seeking a continuing Senior Lecturer/Associate Professor in Agronomy to lead and encourage an environment of creativity and innovation in the Faculty and engage with the broader academic and professional community to promote and enhance the national and international profile...
-
Adelaide, South Australia The University of Adelaide Full timeContinuing, full-time opportunity. The School of Agriculture, Food and Wine is seeking a continuing Senior Lecturer/Associate Professor in Agronomy to lead and encourage an environment of creativity and innovation in the Faculty and engage with the broader academic and professional community to promote and enhance the national and international profile...
-
Associate / Advisor Assistant - Adelaide
3 weeks ago
Adelaide, Australia GOW Recruitment Full timeProactive Office and Excellent Team Environment - Permanent role - Adelaide - $80k to $90k Plus Super plus BONUS This is a great opportunity for a career orientated market professional to join a well-established financial services organisation as an Associate / Advisor Assistant Dealing with Ultra high net worth clients and very intelligent colleagues, our...
-
Postdoctoral Research Associate
5 days ago
Adelaide, Australia The University of Adelaide Full time(Level A) $78,544 to $105,611 per annum plus an employer contribution of up to 17% superannuation may apply The School of Electrical and Mechanical Engineering is seeking applications for a Postdoctoral Research Associate, for 1.5 years 0.4 FTE, fixed term. The project will build on electromagnetic models developed by the research team at The...
-
Adelaide, South Australia Lawyers Weekly Full timePlay a key role working for a dynamic partner on a mix of high-end insolvency and com lit disputes.Leading Commercial Disputes and Insolvency PracticeChallenging FilesSubstantial Autonomy – supervise juniorsNew role at this leading national firm working for a gun partner on a mix of commercial litigation and insolvency disputes. Exclusive to Burgess...
-
Adelaide, Australia The University of Adelaide Full timeCasual Orthodontic Research Assistant position available from August 2024. Casual rates apply (HEO5) $52.41 per hour. The Adelaide Dental School is seeking university students or recent graduates with an applied interest, knowledge and understanding of rigorous research methodology. Applicants should have the ability to assist in planning and overseeing...
-
Research Fellow in Adelaide
1 month ago
Adelaide, Australia The University of Adelaide Full time(Level C) $130,810 to $150,431 per annum plus an employer contribution of 17% superannuation applies. JBI at the University of Adelaide is seeking a qualified candidate for a fixed-term, full-time position available for 36 months as a Research Fellow. This role offers a unique opportunity to contribute to global leadership in evidence-based healthcare. ...
-
Research Fellow in Adelaide
4 weeks ago
Adelaide, Australia The University of Adelaide Full time(Level C) $130,810 to $150,431 per annum plus an employer contribution of 17% superannuation applies. JBI at the University of Adelaide is seeking a qualified candidate for a fixed-term, full-time position available for 36 months as a Research Fellow. This role offers a unique opportunity to contribute to global leadership in evidence-based healthcare. ...
-
Senior Lecturer, Adelaide Dental School
2 months ago
Adelaide, South Australia UNIVERSITY OF ADELAIDE Full time(Level B) $107,276 to $1126,894 or (Level C) $130,810 to $150,431 per annum plus an employer contribution of 17% superannuation applies.Continuing full time position available immediately.The Adelaide Dental School provides an innovative and collaborative research and teaching environment, located primarily in the Adelaide Health and Medical Sciences...
-
Senior Lecturer, Adelaide Dental School
4 weeks ago
Adelaide, South Australia UNIVERSITY OF ADELAIDE Full time(Level B) $107,276 to $1126,894 or (Level C) $130,810 to $150,431 per annum plus an employer contribution of 17% superannuation applies.Continuing full time position available immediately.The Adelaide Dental School provides an innovative and collaborative research and teaching environment, located primarily in the Adelaide Health and Medical Sciences...
-
Casual Sales Associate
4 weeks ago
Adelaide CBD, Australia Nine West Full time**CASUAL - SALES ASSOCIATE - MYER ADELAIDE** - Fun & Friendly Work Environment - Great Discounts & Incentives - Iconic & Well Known Brand **About Nine West**: At Nine West, our aim is to grow our people, our stores, our brand and our image to maintain our place as a market leader in footwear and accessory retailing. Established in 1978, the Nine West brand...
-
Technical Officer in Adelaide
2 weeks ago
Adelaide, South Australia The University of Adelaide Full time(HEO 5) $77,409 to $86,072 per annum plus an employer contribution of up to 17% superannuation applies. We are seeking a motivated, capable and skilled technician with experience in providing general laboratory and technical support for a range of research and teaching activities. Primarily, this role will support the School of Physics, Chemistry and...
-
Technical Officer in Adelaide
5 days ago
Adelaide, Australia The University of Adelaide Full time(HEO 5) $77,409 to $86,072 per annum plus an employer contribution of up to 17% superannuation applies. We are seeking a motivated, capable and skilled technician with experience in providing general laboratory and technical support for a range of research and teaching activities. Primarily, this role will support the School of Physics, Chemistry and...
-
Lecturer, Adelaide Law School
3 weeks ago
Greater Adelaide SA, Australia The University of Adelaide Full time**Academic Level B $107,276 - $127,894 per annum plus an employer contribution of 17% superannuation.** **Full time, ongoing position.** The University of Adelaide, a world-class institution consistently ranking in the top 1% of world universities, is committed to delivering high quality and distinct learning, teaching, and research experiences. As one of...
-
UAV Project Officer
1 month ago
Adelaide, Australia The University of Adelaide Full time(HEO5) $77,409 to $86,072 salary per annum plus an employer contribution of 17% superannuation applies. 2 Years Fixed Term | Full Time TERN (Terrestrial Ecosystem Research Network) is Australia’s field-based ecological observatory; collecting, recording and sharing data and samples using highly instrumented monitoring sites, surveys and...
-
UAV Project Officer
4 weeks ago
Adelaide, Australia The University of Adelaide Full time(HEO5) $77,409 to $86,072 salary per annum plus an employer contribution of 17% superannuation applies. 2 Years Fixed Term | Full Time TERN (Terrestrial Ecosystem Research Network) is Australia’s field-based ecological observatory; collecting, recording and sharing data and samples using highly instrumented monitoring sites, surveys and...
-
Senior Archives Officer in Adelaide
1 month ago
Adelaide, Australia The University of Adelaide Full time(HEO 4) $69,043 to $75,677 per annum plus an employer contribution of 17% superannuation applies. Continuing position available immediately. A continuing opportunity for an enthusiastic individual with customer service focus to work as part of a team providing best practice archives management activities. The University Library provides resources,...
-
Senior Archives Officer in Adelaide
4 weeks ago
Adelaide, Australia The University of Adelaide Full time(HEO 4) $69,043 to $75,677 per annum plus an employer contribution of 17% superannuation applies. Continuing position available immediately. A continuing opportunity for an enthusiastic individual with customer service focus to work as part of a team providing best practice archives management activities. The University Library provides resources,...
-
Educational Quality Officer in Adelaide
1 week ago
Adelaide, Australia The University of Adelaide Full time(HE06) $86,360 to $93,285 per annum plus an employer contribution of 17% superannuation applies. 2 Fixed Term positions, 1 until April 2025 and 1 until December 2025 Working under general direction, the Educational Quality Officer will provide support in relation to the work undertaken in relation to the University’s quality assurance...
-
NHMRC Grant-Funded Researcher A in Adelaide
2 months ago
Adelaide, Australia The University of Adelaide Full time(Level A) $75,888 to $102,040 per annum plus an employer contribution of 17% superannuation applies. Fixed term, full time position available for 24 months. We are looking to employ a full-time postdoctoral researcher for a research project funded by the National Health and Medical Research Council (NHMRC) in the field of genetic...
