SPECIALIST CONSULTANT

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Kayla Hincksman

Connect with Kayla on 02 6108 4878, via email, or via LinkedIn

Canberra
Administration and Office Support
Permanent
Executive Support
Program Administration
Records

POSTED 3rd Aug, 2022   REF NO. BBBH16748

Advisor Assistant

Our client is a leading Australian wealth management company who have been advising Australians for over 100 years. Offering a very broad range of financial services, this organisation has an international reach with their ACT offices centrally based in the Canberra city centre.

The Opportunity

This is a great opportunity for a junior assistant advisor looking for development and to take the next step. Working with a fun, friendly and welcoming team, the team will provide training and development for the right person – all you have to bring is some admin skills a keen interest in wealth management and a commitment to customer service.

The Role

Working within in a small but friendly and close knit team, you will provide daily administrative support in a process driven role that requires the highest level of attention to detail. Your main responsibilities will include:

  • Assisting with client enquiries
  • Generating client correspondence
  • Providing assistance to private client advisors and financial planners
  • Maintaining an understanding of the financial investments industry
  • Maintaining client portfolios
  • Understanding of current corporate actions
  • Information handling
  • Debtor collection
  • Cover the Reception phone and post duties as required
  • Ensure the office is kept in order and presentable at all times
  • Perform other ad-hoc office administration to support running of the office
  • Liaise with the Sydney Office Manager and Suppliers as required and in a professional manner to ensure the smooth running of the office

Your Background and Experience

To be the successful candidate for this role you will have the following:

  • Commitment to ensuring daily duties are completed to deadline and in a timely manner
  • Flexibility to adjust to changing priorities as requests for assistance (ad-hoc duties) must be completed in a timely manner
  • Excellent attention to detail with 99% accuracy
  • Microsoft application knowledge (Word, Excel and Outlook)
  • Understanding of database maintenance
  • Ability to effectively use of back office systems

Education

  • Higher School Certificate or equivalent required
  • Degree in business/ finance/ commerce desirable
  • Administration qualifications/ experience advantageous
  • Experience in the financial service industry advantageous

Salary / Rate

  • $70,000 + 10.5% Superannuation
  • Permanent opportunity

How to Apply

To apply online, please click on the appropriate link.

Alternatively, for a confidential discussion, please contact Kayla Hincksman on 02 6108 4878 quoting ref no. 16748.

HorizonOne is committed to building a diverse and inclusive workforce and we encourage applications from people of all cultures, capabilities and backgrounds.


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