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Graduate - Wealth Management Assistant

Job Title: Graduate - Wealth Management Assistant
Contract Type: Permanent
Location: Sydney
Reference: 3008801
Job Published: September 26, 2019 13:45

Job Description

This premier wealth manager is looking to add the advisory support function. Recently the business has experience some positive growth and change and this is a great opportunity for someone who is passionate about financial services and is a recent graduate to join the business. 

Your daily responsibilities will involve
  • Assisting with client enquiries
  • Generating client correspondence
  • Providing assistance to private client advisers
  • Maintaining an understanding of the financial investments industry
  • Maintaining client portfolios
  • Understanding of current corporate actions
  • Information handling
To be successful in this role you will be degree qualified in commerce, finance or similar and be passionate and interested to start your career in the operations team of a wealth management business.  You will have the ability to undertake routine and detailed work with a high degree of accuracy. You will have a positive attitude and show initiative towards problem solving and have excellent time management.
Any prior experience or Knowledge of financial markets or investments would be very advantageous.

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