About the company
Ord Minnett is a leading Australian wealth management group, incorporating full-service stockbroking, financial planning, funds management and portfolio services. Located in the CBD, we are now looking for an Advisor Assistant to join our team.
About the role
Joining a vibrant and professional client services team, your primary objective is to support a group of investment advisors in delivering excellent customer service outcomes. Excellent written and verbal communication skills are key to achieving this aim. This role may be a great fit for someone looking to advance their career in the Broking industry. Tertiary qualifications in commerce, finance, economics, investment or similar will help you to achieve this goal.
Skills and experience
If you have acquired relevant skills through any of the following businesses then you should consider applying for the role:
- Financial Planning
- Wealth Management
- Integrated advice firms
Successful candidates will be able to demonstrate a working knowledge of skills and duties such as:
- Responding to written & verbal client queries
- Preparation of client reviews & portfolio reports
- Deceased estates, change of trustee & stock transfer documentation
- Acceptance & allocation of corporate actions
- Assist with settling trades and monitoring equity debtors
- Frequent use of Microsoft office suite of programs including excel
A full position description can be provided upon request.
The office environment is open plan, social and fast-paced. Our client understands the importance of a positive working environment and takes active steps to make their company a great place to work! Typical hours of work are 8.30am to 5pm Monday to Friday with excellent access to several public transport options.
A negotiable salary (range indicated adjacent to the advert) and superannuation are on offer for the successful candidate
How to apply
Click the 'apply for this job' button adjacent to this advert or call Shaun Mansell from Randstad during business hours on 08 8468 8037 for an initial (confidential) discussion. Thank you.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background....