Financial Adviser Assistant

August 8

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Description

• As an Investment Placement & Administration Specialist, you will ensure efficient setup of client investment accounts and facilitate purchases of investment products like managed funds, ETFs, and term deposits. • Account Set-Up: Create and administer client investment accounts in compliance with rigorous regulatory standards and internal policies. • Investment Broking: Facilitate the purchase of various investment products on behalf of clients, such as managed funds, ETFs, term deposits, and other financial instruments. • Platform Proficiency: Develop expertise in utilizing investment platforms to execute investment orders accurately. • Documentation: Ensure all necessary documentation is accurately completed and maintained for client accounts and investment transactions. • Communication: Collaborate with clients, investment advisors, and internal teams to clarify account information and facilitate investment transactions. • Quality Assurance: Conduct regular audits to verify the accuracy of account data and investment transactions, making necessary corrections. • Compliance: Stay current with financial regulations and ensure strict compliance with all relevant rules and standards. • Reporting: Prepare and maintain accurate records and reports related to account set-up and investment transactions. • Problem Solving: Identify and resolve discrepancies or issues related to investment accounts and transactions. • Client Support: Provide exceptional support to clients regarding investment inquiries and concerns. • Process Improvement: Continuously seek opportunities to enhance investment account set-up and broking processes for efficiency and accuracy in a highly regulated environment.

Requirements

• Minimum 2 years in Australian Financial Services, particularly in KYC and customer service. • Strong organizational skills and attention to detail. • Fast learner • Team player and enjoys team interactions • A quiet place at home undisrupted. • Proficient in technology and CRM software.

Benefits

• Home-based • Medical, Dental Coverage and Life insurance from day 1 of employment • Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion) • Competitive salary package and annual appraisal • Financial Assistance Program • Mandatory Government Benefits and 13th Month Pay • Regular Company Events, Work Life Balance, and Career growth opportunities