Client Advisor
We are seeking a strong client advisor for an established Financial Services business. This opportunity has great career progression.
Summary about this job
Stockbroking & Trading
Company: People One
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-7-3643-6650
Fax: +61-3-2435-4189
E-mail: n\a
Site: n\a
Detail information about job Client Advisor. Terms and conditions vacancy
We are seeking a strong client advisor for an established Financial Services business. This opportunity has great career progression.
This Desk Assistant will play an important part in ensuring the efficient and smooth day-to-day running of a dealing desk. Whilst in a predominantly administrative capacity, this position allows for a first level of exposure to the stockbroking industry where you will learn the fundamentals of financial markets.
Key duties:
1) Client Service including:
- Answer all incoming client calls and respond to client email queries
- Preparation of Financial Summary reports, portfolio performance, preferred stock recommendations and research etc, for client meetings
- Provide accountants with tax reports and liaise with them regarding reporting queries
- Supervision of self-managed super funds (SMSF); payment of minimum pensions and tax appropriate concessional and non-concessional contributions
- Finding and collating latest research and information on companies and managed funds (domestic and international)
2) Market / Financial Administration
3) Client Administration
4) Assistance with Floats/IPOs/Placements/Corporate Actions
Excellent interpersonal and communication skills to build working relationship both within and outside the organisation.
We are seeking someone with tertiary qualifications, with experience in Financial Services and strong attention to detail. Good organisation & stakeholder management skills are required.