Adviser Assistant

14 hours ago

Sydney, Australia Profusion Group Full time

Join a leading Australian financial services firm that specializes in wealth management and investment solutions tailored to high-net-worth individuals, families, and not-for-profit organizations.
    
This role as Adviser Assistant you will play a key part in supporting advisers and ensuring smooth client interactions. As a representative of a quality-driven culture, you will assist in providing top-tier service and help maintain the integrity of client relationships. You will collaborate closely with other Assistants, Senior Assistants, Advisers, and Partners to effectively support the team and clients.
  

Key Responsibilities:
  
Adviser Support:

  • Assist advisers with various client-related tasks, including managing client accounts, paperwork, and administrative duties.
  • Maintain accurate client records, prepare client advice documents, and record file notes.
  • Track and ensure completion of action items from client meetings.
  • Handle incoming calls, manage client queries, and provide prompt responses to client needs.
  • Coordinate with external contacts (clients, accountants, lawyers) and manage the adviser’s schedule by booking client and internal meetings.

Operational Support:

  • Update and maintain essential regulatory documents, including Investor Certificates, Fee Disclosure Statements, and Renewal Notices.
  • Assist with fund transfers, investment applications, and redemptions through platforms like Netwealth and IRESS, ensuring training records are maintained.

Process Improvements:

  • Help develop and maintain internal guides and processes to streamline tasks and improve client service.
  • Manage your own workflows and prioritize recurring tasks, actively seeking opportunities to support the team.
  • Assist in achieving team goals related to revenue, client relationships, and overall success.

Cultural Values:

  • Demonstrate values of Quality, Integrity, and Courage in all aspects of your work.
  • Contribute to building a positive and compliant team culture.
  • Ensure the highest levels of client confidentiality and professionalism.

Technical Skills:

  • Proficiency in Microsoft Excel, Word, and PowerPoint.
  • Experience with trade platforms is desirable but not required.
  • Strong reporting and analytical skills, with the ability to manage multiple tasks efficiently.

Career Development:

  • Engage in ongoing training and development opportunities to enhance your skills and advance your career within the organization.
  • Seek mentorship and guidance from senior team members to identify potential career paths and growth opportunities.

  
If this opportunity sounds like something you would be interested in please click the apply link or email courtney.christensen@profusiongroup.com.

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