Senior Desk Assistant
The role is part of a highly profitable team that have recently transitioned to a new business. The Role To provide support to a small team of Private Client Advisors. You will assist the team in their daily interactions with high net worth private clients.
They primarily manage their clients investments via pooled investment Portfolios. The majority of their trading is across Australian equities. This is a non-advice role but you will be expected to support the team by taking incoming client calls and responding to email queries.
Administration duties for the role include booking trades, investment performance reporting and account maintenance. You are also expected to ensure all client documentation is accurate. The Person You will have first class communication and organisational skills Ideally you will be RG146 qualified You will have a strong understanding of financial markets and associated regulatory obligations You will be proactive, with a sense of urgency To apply please follow the link below.
Remembering in your application to best illustrate how you meet the above requirements.