Opportunity Overview:
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We are seeking a driven and career-focused professional to join our team as an Associate/Advisor Assistant in Adelaide.
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This is a great opportunity for someone looking to take the next step in their career and be part of a well-established financial services organisation.
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The successful candidate will have at least three plus years' experience in stockbroking client service/operations or currently hold a similar role, looking for a new challenge.
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You will be responsible for supporting 3 Senior Advisors on a mature and busy desk, undertaking administration, on-boarding, transitions, and client service-related duties.
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Key Responsibilities:
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* Assist Senior Advisors with day-to-day activities, including corporate deals, client meetings, operational functions, and compliance.
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* Ensure thorough understanding of all KYC and AML rules.
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* Contribute to the development and implementation of business strategies and initiatives.
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* Provide exceptional client service, ensuring timely and efficient resolution of queries and issues.
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Benefits:
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This is a permanent role offering a competitive salary package, opportunities for growth and development, and a positive work environment.
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Requirements:
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To succeed in this role, you will need:
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* A minimum of three plus years' experience in stockbroking client service/operations or a similar role.
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* Excellent communication and interpersonal skills.
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* Ability to work independently and as part of a team.
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* Strong problem-solving and analytical skills.
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What We Offer:
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Our organisation offers a supportive and dynamic work environment, opportunities for growth and development, and a competitive salary package.
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If you are a motivated and experienced professional looking for a new challenge, please apply today!