Client Services Administrator / Dealers Assistant
Client Services Administrator / Dealers Assistant
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People Specialist | Culture Driver | Senior Leader | Mentor | HR Hot List Winner 2025 | Industry Leader of the Year Finalist 2025 | AHRI Certified…
Euroz Hartleys is Western Australia’s leading financial services firm, specialising in wealth management, stockbroking, corporate finance, institutional sales and targeted research services. Our success stems from the dedication and expertise of our 180+ talented team members who work collaboratively to deliver exceptional outcomes for our clients.
We’re honoured to have been named Employer of the Year 2024 at the Women in Wealth Awards, and are proud to be a finalist again for 2025.
We invite you to join us.
The opportunity: Client Services Administrator / Dealers Assistant
We are currently seeking a motivated Client Services Administrator to join our dynamic team. In this role, you will support a small group of highly successful Investment Advisers in delivering exceptional service to a portfolio of High-Net-Worth clients within a Funds Under Management structure. This team also facilitates trading in ASX-listed securities, offering you valuable exposure to a broad range of investment services.
As a Client Services Administrator you will undertake a range of duties including:
* Provide client account management, including facilitating the onboarding of new clients and supporting ongoing relationship management.
* Create and maintain client profiles in Xplan, ensuring data is accurate, up to date, and comprehensive.
* Monitor and manage client fund availability to ensure timely settlement of share purchases.
* Collaborate with our in-house Operations Team to assist with account creation, maintenance, compliance, and resolving trade-related matters.
* Accurate execution of ASX orders (authorised DTR only) on behalf of Advisers.
* Ensure Ongoing Fee Arrangements (OFA ) are current and compliant and annual reviews are completed.
* Liaising with third party platforms to initiate rollovers, account creation, contribution data
* Manage Adviser schedules and appointments, supporting effective time management and client engagement.
About you
Being able to bring your whole self to work is important to us. At Euroz Hartleys we embrace our values of Relationships, High Performance, Integrity, Accountability and Respect.
This role would ideally suit a candidate with previous experience in the Financial Planning or Stockbroking industry.
To be successful in this role you will be able to display the following:
* An understanding of the Australian Securities Exchange (ASX).
* Experience with data entry and data management tools.
* Exposure to fast-paced work settings or roles with tight deadlines.
* Exceptional focus on accuracy and precision in all administrative duties ensuring compliance with regulatory requirements.
* Ability to thrive in a dynamic and high-pressure financial industry environment, quickly adapting to changing circumstances and new challenges as they arise.
* University degree in a related field would be highly regarded but not essential.
* Designated Trading Representative (DTR) qualification would be highly regarded but not essential.
What we can offer
* Beautifully appointed office in QV1
* Free onsite Gym, Tennis Courts and Basketball court
* Range of employee benefits
* Discount health insurance with HBF
* Work life balance
* Income protection insurance
Supporting a diverse workforce
We recognise the uniqueness of our employees, and the skills and experiences each and every member of our team can bring to Euroz Hartleys. We see the value of diverse voices and we are continuing our journey toward greater Diversity, Equity and Inclusion. We invite you to join us on this journey.
How to apply
If you feel you are a suitable candidate, please submit your application by clicking on the ‘Apply’ button.
All applications received will be treated with utmost confidentiality.
If you would like to discuss this opportunity further, please contact Gemma Crawford - Human Resources Manager on 08 9268 3049.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
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