Job Role Overview
We are seeking a proactive and dedicated individual to provide day-to-day operational support to our team. As the backbone of our operations, you will be responsible for assisting with client interactions, research tasks, and administrative duties to ensure seamless workflow.
Key Responsibilities:
* Assist with general operational duties to ensure efficient execution and settlement of client trades
* Support Advisers with managing Initial Public Offers (IPOs) and placements
* Understand and assist advisers and clients with our managed portfolio service
* Receive new client reports and prepare new client packs and files
* Assist advisers with account opening and maintenance
* Take responsibility for timely correspondence of forms between parties and update implementation schedules as steps are completed
About Our Organisation
We pride ourselves on our people, expertise, core values, and diversity. Our organisation provides a range of wealth management, investment advice, and corporate finance services. We strive for excellence in all aspects of our business, delivering results-driven solutions to our clients.