Overview
A leading financial services firm in Melbourne seeks a proactive Associate for their Wealth Management team. In this role, you will support Advisers by coordinating client meetings, managing diaries, and preparing compliance-related documentation. The ideal candidate should possess a FASEA approved degree, have experience in paraplanning, and demonstrate strong client service skills. The firm offers flexible working conditions, including the option to work from anywhere in Australia for up to a month each year, and is committed to ongoing professional development.
Responsibilities
* Coordinate client meetings.
* Manage diaries.
* Prepare compliance-related documentation.
Qualifications
* FASEA approved degree.
* Experience in paraplanning.
* Strong client service skills.
Benefits
* Flexible working conditions, including the option to work from anywhere in Australia for up to a month each year.
* Commitment to ongoing professional development.
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