Advisers Assistant - Wealth Management
at Ambition Group
Melbourne, Victoria, Australia -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 09 Jul, 2024 | USD 80000 Annual | 10 Apr, 2024 | N/A | Financial Planning,Time Management,Addition,Client Focus | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
THE COMPANY
Growing Wealth Management firm seeks who offer an excellent work / life balance, respectful culture and first-class training currently seeks a talented Advisers Assistant due to the recent onboarding of a new adviser team.
Responsibilities:
- Provide support to 1 adviser and perform account maintenance, trade settlement and portfolio reporting.
- Establish and maintain client accounts and produce portfolio updates.
- Attend client functions as you act as a key point of contact for the business.
- Liaise extensively with clients and provide them with comprehensive investment information.
- Liaise with trading desks to obtain stock quotes.
- Develop marketing materials to build a portfolio of new clients.
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Melbourne VIC, Australia