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Adviser Assistant

Job Title: Adviser Assistant
Contract Type: Permanent
Location: Sydney
Industry:
Reference: 2997577
Job Published: September 04, 2019 17:16

Job Description

Our client, is a National Investment & Wealth Manager. They provide their investors access to markets with a range of investment options, and their market-leading research allows them access to a wide range of opportunities that yields higher returns than their competition while being supported by a balanced and steady portfolio.
     
You will report to and support a team of Advisors and work within the busy and fast-paced environment that has experienced positive growth. This role would suit an assured candidate who proven time management ability to achieve allocated deadlines.

The responsibilities of the role will include: 
  • Assisting with client liaison.
  • Establishing and maintaining client accounts and updating client profiles.
  • Liaising with share registries and coordinate between front and back office functions.
  • Check advisers daily reports and action follow-ups as required; including debtor monitoring, advisor emails, client accounting, prepare write-off's and sell orders, etc.
  • Prepare client letters, reports, bulk portfolio runs, spreadsheeting, research or any other written communications.
  • Administration to support the Advisors - data entry, mail merges, reporting in excel, diary management, faxing, photocopying, printing, and filing of documentation.
  • General office and reception relief duties.
To be considered for this role you will have ideally worked previously within financial services. You will have outstanding communication skills and thrive in a busy environment and keep to tight deadlines. Time management is key as is the ability to multi-task. Strong MS Office skills are expected and an ability to multi-task is critical. Our client is happy to consider candidates who have a strong administrative background and are passionate about financial services or those who are keen to develop through to become an Advisor.

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