Connecting...

Wealth Administrator

Job Title: Wealth Administrator
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Industry:
Salary: AU$65000 - AU$66000 per annum + Bonus
Reference: 179721_1513662893
Contact Name: Nandani Gosai
Contact Email: nandanig@porterallen.com.au
Job Published: December 19, 2017 16:54

Job Description

The opportunity:

This company is a leading financial services firm which holds a reputation for their excellence and professionalism in client services. This is an opportunity for an admin focused individual to join a leading firm.

The Role:

This opportunity has arisen due to internal growth of the company. The purpose is to provide exceptional support in client services and along-side Advisers, Investment Manager and Paraplanner. The role is purely admin based and would be suitable for career driven administrators.

  • Manage all operations, administration and reporting procedures;
  • Provide quality support to Advisers & Paraplanners by assisting with the preparation of financial plans;
  • Managing adhoc administrative duties including updating the Coin and CRM database & making sure files are compliant;
  • Communication with clients and suppliers on daily basis in relation to queries via email and phone;
  • Assist with implementation of complex investments & ensure to collate correct client information.

About You:

  • 2 year's minimum experience working as Customer Service Officer/ Financial Administrator;
  • Previous COIN or Xplan experience;
  • RG146 / Diploma is Financial Services desirable but not essential;
  • Excellent verbal and written communication skills;
  • Ability to work autonomously and be a team player.

This is a great opportunity for an individual who wants to pursue their career as a financial administrator to start the new year with a challenge. APPLY below! or send your CV to nandanig@porterallen.com.au.

Get similar jobs like these by email

By submitting your details you agree to our T&C's