Wealth Management

We 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.

Apply Now

"*" indicates required fields

Drop files here or
Max. file size: 512 MB.
    Drop files here or
    Max. file size: 512 MB.
      This field is for validation purposes and should be left unchanged.