Our esteemed client is a prominent financial services firm based in Adelaide, Australia. They are recognized for their comprehensive wealth management, investment advice, and corporate finance services. Our client stands as Australia's largest national full-service stockbroking and wealth management network. They are devoted to delivering a wide array of wealth management and investment advice services, assisting clients in reaching their financial objectives. As a trusted recruitment agency, we are delighted to represent this prestigious organization committed to delivering exceptional service and fostering a collaborative work environment.
As a Dealers/Adviser Assistant, you will play a vital role in providing crucial administrative support to the client's team of Advisers. This position entails regular client interaction and a diverse range of administrative responsibilities to ensure the efficient operation of their business unit.
- Deliver comprehensive administrative support to their expanding and dynamic business unit.
- Assist in the precise execution and settlement of client trades, ensuring accuracy and timeliness.
- Manage client administration inquiries and assist clients in addressing their needs.
- Support Advisers in handling IPOs and placements effectively.
- Acquaint yourself with their managed portfolio service, Wealth+.
- Handle new client reports, create new client packs, and maintain client files.
- Aid Advisers in account opening and maintenance procedures.
- Facilitate the timely exchange of forms among relevant parties.
- The ability to work effectively within a close-knit team and autonomously.
- Strong interpersonal skills, with the capacity to cultivate and sustain positive client relationships.
- A positive and enthusiastic demeanor, with a willingness to contribute to the work environment and its culture.
- Exceptional written and verbal communication skills, particularly telephone communication.
- Strong time management skills, with a keen sense of urgency to meet deadlines.
- Strong problem-solving capabilities.
- Proficiency in computer skills, including Microsoft Word and Excel.
- Prior experience as a Dealers/Adviser Assistant is advantageous.
If you are interested in this exciting opportunity and have the relevant skills required, please apply online with your updated CV.
If you would like more information, please email Rachael Coyle on email@example.com or call 8461 4423 for a confidential discussion.
If the position is not quite right and you are passionate about finance administration and achieving ultimate customer satisfaction, LET’S CONNECT!
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.