Job Title: Financial Services Graduate
Description of the Role
This role enables you to make a meaningful impact on people's lives by empowering individuals to secure their financial futures.
Key Responsibilities
* Be the first point of contact for clients and handle client correspondence
* Prepare portfolio reviews for client meetings and attend client meetings
* Execute investment trades and assist in the development of client strategies
* Manage workflow and undertake general administrative tasks
Career Pathway
You will be at the forefront of the client relationship, attending regular meetings and developing your skills. As you progress, you will be given your own client list and have opportunities for career growth and development.
About Our Organisation
We are a leading network of Chartered Accountants and business advisors with over 140 partners and 1,100 professional staff across 10 offices in Australia and New Zealand. We provide tailored solutions that go beyond traditional accounting and advisory services, deeply understanding our clients' needs and providing support for their success.