Dealer's Assistant

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Seeking a skilled Client Services Officer with a background in Stockbroking or Financial Planning industry.

Summary about this job

Stockbroking & Trading

Company: Ulton

Location: Bundaberg & Wide Bay Burnett

Work type: Full Time

Salary: n\a

Phone: +61-8-6180-7871

Fax: +61-8-7585-5553

E-mail: n\a

Site:

Detail information about job Dealer's Assistant. Terms and conditions vacancy

Morgans is Australia's largest national full-service retail stockbroking and wealth management firm, with more than 300,000 clients, 500 authorised representatives and 850 staff, operating from 58 offices in all states and territories.

The Morgans Bundaberg branch is affiliated with Ulton.  So by joining our Morgans Bundaberg team, you will enjoy staff benefits including an active Social Club, Staff Events (Dinners, Race Days), Rewards and Recognition Programs and Professional Development support.

A fixed term 12 month contract opportunity has arisen for a full time Dealer's Assistant to join our Bundaberg branch.  This role is suitable for experienced Client Services Officers.

The main responsibility of our Dealer's Assistant is to manage and enforce Branch compliance standards and provide full administrative support to our Client Advisers.  

The successful applicant will have:

  • Financial market background (preferred)
  • Previous experience in Client Services Officer role within Financial Planning or Stockbroking industry
  • Proficient with Microsoft Office suite
  • Be self motivated and deadline driven
  • Have excellent time management skills
  • Have strong attention to detail skills

Please submit your application by clicking the 'Apply Now' button below. 

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