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Team Assistant, Wealth Management

Job Title: Team Assistant, Wealth Management
Contract Type: Permanent
Location: Brisbane
Reference: 1591037
Contact Name: Jade Blackburn
Contact Email:
Job Published: February 24, 2020 11:01

Job Description

Our client, is one of Australia's leading wealth managers. They provide their investors access to markets and a range of investment options and their market leading research allows them access wide range of opportunities that yields higher returns than their competition while being supported by a balanced and steady portfolio.

As the Team Assistant you will report to and support the Senior Investment Executives here in Brisbane and work within the busy and fast paced team that is experienced positive growth. This role would suit an assertive candidate who is well known for their excellence in time management.
The responsibilities of the role will include:
  • Assist the Financial Planners in the development, preparation and implementation of financial advice and investment proposals in an efficient and accurate manner;
  • Assist the Financial Planners with servicing and maintenance of existing client relationships;
  • Provide superior client service that builds strong client relationships by responding quickly and appropriately to client requests;
  • Maintaining an up to date working knowledge of current relevant legislation and industry standards;
  • Proactively identify opportunities for process improvement within the business, including developing processes through the use of Xplan;
  • Ensure that stock settlements and the transfer of funds are efficiently undertaken and provide clients with relevant information in this regard;
  • Manage the overall client relationship and communication process, ensuring regular contact and the provision of a professional and personalised service;
  • Reception Coverage where applicable;
  • Providing efficient and broad administration support to the Investment/Financial Advisory team;
  • Initiate the new client process by arranging for the necessary paperwork to be sent to clients and ensuring the appropriate identification documents are gathered;
  • Undertake general mailing duties including opening and distributing incoming mail within Investment/Financial Advisory and facilitating bulk mail-outs;
  • Maintain filing system in accordance with relevant compliance criteria;
  • Reconciliation of Expense statements and receipts;
  • Assisting with the documentation process as required, including managed funds and IPO application forms;
  • Draft correspondence in relation to routine matters;
  • Provide clients and third parties (eg accountants or super fund administrators) with reports for investments when required;
  • Covering duties for other Team Assistants when they are on leave;
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 early on in their careers who are passionate about financial services or passionate administrators that are looking for a great career in supportive team environment. 
For more information please call Sarah Kennedy on 3854 3801 or email