Description

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

Excellent organisational skills

Proficient computer 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 info@gammawealthgroup.com.au