Adviser Support | Private Wealth

  • DATE ADVERTISED: 20/05/2020
  • SALARY: Salary: $65,000-$75,000 p/a
  • WORK TYPE: Permanent
  • LOCATION: Sydney CBD
  • Leading independant stockbroking firm with significant national prescence
  • DA style role managing all support needs of this highly respected HNW Adviser
  • Attractive salary depending on experience
One of Australia's leading wealth management and corporate advisory firms is seeking an experienced Adviser Assistant to support a seasoned Private Client Adviser with his established book of HNW clients.

You will be empowered to take ownership of your role as you manage highly confidential and critical issues providing one on one support to the Private Client Adviser.

Duties and responsibilities would include:
  • Provide a high level of confidentiality and integrity to management/sensitive/client issues.
  • Review and distribute new account forms and assign account numbers
  • Coordinate IPO allocations and applicable client documentation.
  • Liaise with back office and third parties.
  • Maintain account files and undertake regular follow-up on missing documents.
  • Preparing client letters, reports, bulk portfolio runs, spreadsheets, research or any other mail-outs.
  • Preparing documents prior to meetings and assisting with any follow-up items.
  • Screen, re-direct and respond to incoming calls and inquiries.
  • Archiving and filing.
  • Distribute research as per Adviser request.
The Successful Candidate:

Candidates will have proven experience in a support role within either stockbroking or wealth management. You must have the ability to self-manage and use your initiative to fulfil the needs of the client.

It would be desirable if you had completed your RG146, however this is not essential. Most importantly, you will be highly organised with exceptional time management skills and a superior ability to prioritise.

For a confidential discussion, please contact Rosie Keegan at Keegan Adams Recruitment on 02 9216 6728 or email your CV via the APPLY link on this website.