Desk Assistant - Leading Wealth Management Firm

Location: Melbourne CBD, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$60000 - AU$80000 per annum + Super
REF: BBBH169750_1519360019

The Company

My client is a large, well-established stock broker whose strong market presence has seen them continue to expand their adviser team. This company offer an excellent work / life balance, with staff regularly leaving the office at 5pm, a respectful culture and first-class training which will allow you to push your career towards senior DA and even advising roles.

Due to the recent acquisition of new adviser team, they currently seek a talented Desk Assistant to support 4 senior advisers in what is a critical role within the business.

The Role

  • Provide support to 4 advisers and perform account maintenance, trade settlement and portfolio reporting.
  • Liaise with the market to place trades and obtain stock quotes.
  • Establish and maintain client accounts and produce portfolio updates.
  • Attend client functions as you act as a key point of contact for the business.
  • Liaise extensively with clients and provide them with comprehensive investment information.
  • Develop marketing materials to build a portfolio of new clients.

The Candidate

Candidates with previous Dealers Assistant, adviser support (from either a stockbroking or financial planning background) or investment operations experience will be highly regarded. In addition, top tier candidates will also possess:

  • RG146.
  • A mature, professional attitude, with an ability to self-manage.
  • The confidence to adapt to a fast paced and demanding environment.
  • Superior time management and a strong client focus.
  • Strong teamwork skills.

To be considered, please apply ASAP and I will provide feedback on your application as soon as possible.

Julian Soames
Senior Consultant - Banking and Financial Services