Investment Advice Support Officer

Description:

We are currently seeking applications for an Adviser Support team member with a Wealth Management team in our ACT office. This is a great opportunity to work with established Advisers, who are highly experienced and professional in their provision of tailored wealth advice and investment strategies to High Net Worth clients.

In this busy and varied role, you will ensure your workflow is dealt with in an efficient and effective manner and to best practice quality standard. Ideally you will have experience in a fast-paced investment environment, be proactive, have an eye for detail, be a quick learner and work well to firm deadlines. Your core responsibility is to assist the team to manage and grow their business by providing a high level of client service through administrative, financial reporting and workflow support.
 

• You should be able to demonstrate current or recent experience, skills and attributes, in the following key areas:
• Experience in a support role for a Wealth Management or Professional Services business
• Proficient in using MS Office, Excel and Word
• Strong interpersonal skills and demonstrated client service ethic
• Excellent verbal and written communications skills
• Ability to plan and prioritise to meet deadlines in a fast-paced environment
• Be proactive and able to work autonomously
• Bachelor Degree / Relevant Industry Accreditation desirable