Perth
Wealth Management
Contract or TemporaryOur client is a leading full services wealth management firm seeking a junior Client Account Administrator to join their Perth Office to support leading private client advisers and their HNW clients with an ongoing project, with view to expand the scope of responsibilities and seniority with time.
This role will be hired on an initial 12-month full-time contract with the view to transition into a permanent position with good performance. Given as well the nature of this full-time position, intending to go permanent, only those with unlimited working rights for the long-term will be considered.
Responsibilities:
The key function of this Junior Client Service Associate role will be in assisting in ongoing remediation program of the business’ HNW clients. This will entail reaching out and liaising with various stakeholders, such as clients and various teams both domestic and abroad, data entry, and ensuring the population of all necessary information.
This is a large ongoing project with an upcoming deadline, working in a team of ~10 order to fulfil this project to a high standard. Following its completion, this role will begin to encompass a broader range of responsibilities within the business, such as further project work and assisting the higher-level Client Service Associates, entailing greater exposure to the financial advisors and the front office operations of the business.
Ideal Candidate Profile:
Junior candidates with some prior experience in similar environments within financial services is ideal, though not entirely required. This is a role in which the team is happy to train up the successful candidate on their organisational systems and processes. What is especially being sought after, however, is:
- High degree of attention to detail.
- Professionalism and experience in a similar business environment.
- Great attitude and energy that can be brought to the team.
- Great communication and personality.
- Highly motivated and high initiative.
If interested in the financial services industry, specifically in Wealth Management and stockbroking, then this is a fantastic entry-level position to begin such a career.
This role will look to pay approximately $35-45/hour + super, dependent on prior experience.