adviser assistant in Canberra

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job details

posted
location
canberra, australian capital territory
job category
Banking
job type
permanent
reference number
90M0328299_1515365686
contact
jeremy oconnor, randstad
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job description

This well established leading industry fund company provides outstanding advice to its clients and has won many awards throughout the years. The firm is well known for putting their clients and employees at the heart of their business and for promoting career development, collaboration and work-life balance.

The team is currently looking for an Adviser Assistant to join them 3 days/week and participate to the growth and success of the company. In this role, you will have the opportunity to support the principal advisers and work across a wide client base.
Your main duties will include, but won’t be limited to the preparation of client reports and documentation, receive inbound and make outbound calls from/to customers and manage their needs and concerns, update the CRM system and other administrative tasks.

You will need to be RG146 compliant and having previous experience in a Client Service role. You will have excellent communication and admin skills with great attention to details. The right person will be able to work in a collaborative environment, get great support and have excellent career development opportunities.

To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor on 02 8298 3808 or email Jeremy.oconnor@randstad.com.au



skills

Financial Planning, Associate Adviser, Assistant Adviser

qualification

RG146, Diploma of Financial Planning, DFP