Kayla Hincksman

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.