Adviser's Assistant

vor 3 Wochen

City of Brisbane, Österreich Gamma Wealth Group Vollzeit

We are a growing financial advisory business looking for a full-time Adviser's Assistant. We are based at Toowong (Brisbane) and have a team of advisers that provide tailored financial advice. Be part of a dynamic boutique private client investment and planning firm which offers you a new challenge. A highly motivated, organised and experienced person in the industry is preferred. Preferred Skills Sound verbal and listening skills Attention to detail and a high level of accuracy Excellent people skills Knowledge of general office operations You will be well supported by a Manager and a team of advisers. Role & Requirements Previous experience in the stockbroking or financial planning industry Accomplished with back-office systems and settlements Provide new accounts and client documentation Provide order quotes and facilitate order execution Facilitate IPO's and placements Manage FDS (Fee Disclosure Statements) & Opt-In Requirements Proficient computer skills required for CRM (Customer Relationship Management) and major investment platforms Well organised Good interpersonal skills with clients and have the ability to work well in a group RG146 competent would be beneficial Ability to work 4 days a week Minimum of 3+ years of financial services industry experience is required An attractive salary and potential bonus will be available for the successful applicant. If you are ready for a change and believe you have the motivation to thrive in a positive client-focussed environment, please send a detailed resume to ****@gammawealthgroup.com.au #J-18808-Ljbffr

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    vor 1 Woche

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    vor 3 Wochen

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