Sydney
Wealth Management
PermanentWe are seeking candidates with 2-5 years’ experience in the wealth management, financial planning or stockbroking industry – coming from a client services, operations or support capacity.
Key responsibilities:
- Ongoing maintenance of client details across multiple systems
- Executing trades for listed securities
- Responding to email and phone calls from clients and external parties
- Implementing adviser / client ad-hoc instructions (i.e. rollovers, contributions, withdrawals, etc.)
- Diary and email management for the Client Director
- Applying for financial products on behalf of clients
- Quality control of both client documents and client data
- Drafting correspondence
Qualifications and experience:
- 2-5 years in a wealth management operations or client service role.
- Excellent communication & organisational skills
- Punctuality and reliability
- Outgoing, friendly & professional
- Ability to work well within a team environment
- Initiative and a willingness to learn
- Previous experience in a similar role or experience within the financial services industry would be ideal
- Ideally some knowledge of XPlan, Microsoft Word, Excel and Outlook
The ideal candidate will have 2 – 5 years of experience in a wealth management operations, client services or adviser support capacity.