Dealers Assistant/Desk Assistant

About the company:
This is an exciting and unique opportunity to join an well established, and well respected Wealth Management firm located in the Southern Suburbs of Brisbane. This highly successful and professional firm have developed an outstanding service catering to their clients wealth needs. They focus on creating strong relationships with their clients through providing a hands on approach. My client focusses on investment advice for a client base made up of HNW and UHNW clients.

About the role:
We are currently seeking an experienced Dealers Assistant/Desk Assistant to support advisers, clients, open and maintain accounts, prepare documentation, and assist with the day-to-day operations of the business. You will join an admin team and work collaboratively on tasks.

Benefits:

• Full-time employees work on a 9 day fortnight
• Opportunity for part time work, either 3 or 4 days per week
• Flexible working hours; ability to start your day earlier to finish earlier
• Bonus scheme for all staff including admin team
• Competitive salary/remuneration

Duties:

• Provide support to advisers and clients in a timely and professional manner
• Assist with preparation and distribution of quarterly reports as required
• Prepare documents and manage implementation from start to finish
• Assist with IPO's and Share Purchase Plans (SPPs)
• Liaise with share registries regarding account management & CHESS transfers

Skills & experience:

• Ideally 3 years experience in a similar role within Financial Services
• Strong attention to detail
• Strong organisational skills with the ability to meet deadlines
• Ability to work under pressure
• Outstanding verbal and written communication skills

How to apply:
Click APPLY, or send your resume through to Scott Munro at [email protected]

Please note, only shortlisted candidates will be contacted.