Adviser Assistant - Financial Services

Summary about this job

Detail information about job Adviser Assistant - Financial Services. Terms and conditions vacancy

• Successful and growing Accounting Firm - Top 10 Globally, Top 15 Nationally
• Collaborate with a high performing, supportive and social team
• Part time position

Our successful Financial Services team cater to a broad range of clients, assessing their financial health and selecting the right products and investments to structure a financial plan that suits their individual goals and life-stage.

Our Financial Services team is facing great success and therefore have an exciting opportunity for a motivated and enthusiastic Adviser Assistant to join our high performing team on a part time basis (3 days per week).

You will work closely with our Financial Services Directors and Financial Advisers to assist in providing exceptional services to our clients, particularly within the mortgage broking area.

Responsibilities

• Assist the Mortgage Brokers and Financial Advisers with loan application packaging and submit applications to lending organisations for assessment.
• Data entry and tracking of all applications received into internal management and Lender's online lodgement systems.
• Prepare all required compliance documents.
• Be the liaison between the brokers, clients, lenders & solicitors alike to follow through the loan application process.
• General administration duties such photocopying, scanning, filing, taking phone calls
• Build and maintain relationships with clients, prepare advice documentation (Statement of Advice and Record of Advice) and research to support financial advisers and implement advice.
• Managing new and existing client's enquiries to optimise advisers' time with clients and ensure a positive client experience.
• Client portfolio reporting.

Requirements

To be considered for the role, you will require a minimum of 2 years' experience in an office administration/clerical position, preferably within the professional services environment.

In addition, you will

• have excellent written and verbal communication skills;
• exhibit strong computer literacy skills (Word, Excel and data entry);
• have strong analytical and time management skills;
• have the ability to work closely and collaboratively with lenders, solicitors and other parties throughout the loan process;
• be well organised and can prioritise work easily;
• have the ability to work well with others, however have an eye for detail; and
• be a team player who is confident and willing to except responsibility and execute through to completion.

About us

Nexia represents a network of solutions focused accountancy and consulting firms in Australia and New Zealand supported by global links to Nexia International. The Sydney office is based in Sydney's CBD with 19 partners and 130 staff. We provide expertise to a diverse range of clients from large corporate organisations to privately owned and managed businesses as well as high net worth individuals. We have a strong culture of being Agile, Accessible and Advancing.

As an employee at Nexia, you will experience an individual approach to accommodating your career and personal goals and objectives. For us, lifestyle is about a balanced approach to everything we do. You will enjoy working on varied and challenging assignments in an environment that is fun and supportive of having a life outside the office. We offer a wide range of events to connect with likeminded colleagues and fill your social calendar, including staff events, team celebrations, networking groups, monthly drinks nights, charity events, and various sporting activities.

By choosing Nexia, you can be confident you are getting the support, development opportunities and hands-on experience necessary to build and sustain a successful career, all while having fun and building a network of friends.

For more information about us visit www.nexia.com.au

Applications should include your CV and cover letter. To apply, please click on the appropriate link below.