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Associate (Adelaide) Australian Jobs® - Ai Resume Scoring

Associate (Adelaide)


Your team

  • A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates. 
  • Working as part of the broader organisation of employees including: 
    • Support roles including Office Manager, Front of House and Reception, Executive Assistant. 
    • Operations team. 
    • Specialists within the Investment, Product and Services team. 

Your Role

  • On-boarding of clients, account opening and day to day administration and maintenance of client portfolios.  
  • Provide effective and timely management of settlement obligations including funds and/or securities due, margin calls, asset transfers, cash transfers; corporate action management; facilitation of order execution and quote requests as required; IPO and Placement coordination. 
  • Liaise with Operations team to coordinate cash and stock transfers, corporate actions, and international trading execution. 
  • Assist in servicing client accounts by researching routine problems and assisting with queries, identifying errors, listening to the needs of clients and, with approval, initiating corrections. 
  • Assist in preparing information for Investment Adviser prior to meetings, follow up with adviser post meeting and update where necessary. 
  • Regular liaison with clients, Advisers, and other internal departments including Operations, Investment Solutions, Financial Planning & Wealth Management and other support staff. 
  • Proactive client management ensuring that annual reviews, updates of risk profile and expiring documentation are carried out by your team in a timely manner. 
  • Provide a wide range of administrative support including data entry, photocopying, faxing, email management and general clerical duties. 
  • Handle all incoming and outgoing correspondence. 
  • Maintain client files within Avaloq ensuring any updates are managed with clients and Operations and maintaining manual records as required 
  • Provide overall telephone assistance to the Investment Advisers, answering incoming calls and taking messages. 
  • Manage and report on the Investment Adviser’s service delivery, including compliance with the portfolio mandate 
  • Assist the Investment Advisers with preparation of investment proposals, new pitch documents, review documents as required. 
  • Assist in coordination of client functions and marketing events in conjunction with the Business Manager and Event Manager.  
  • Provide team-oriented support to other Associates and the National Associate Manager as required. 
  • Provide ad hoc coverage for the reception area. 
  • Assist in housekeeping of the office as required.

Your skills & experience

  • A minimum of 2 years' experience in a similar role within Wealth Management sector or a proven aptitude to learn new skills. 
  • Anti-Money Laundering / Know Your Client experience an advantage 

Your role competencies

  • Excellent customer service skills. 
  • Resourceful, self-starter with high work standards and willingness to learn. 
  • Excellent written and verbal communication skills with an ability to influence. 
  • Strong Microsoft office skills – including Excel, PowerPoint, Word 
  • High level of attention to detail and accuracy with a focus on compliance. 
  • Exceptional organisational and prioritisation skills. 
  • Able to multi-task effectively in a fast-paced environment. 
  • Pragmatic and flexible. 
     

Your qualifications

  • Degree qualified in Finance or related disciplines desirable. 
  • RG146 accreditation or equivalent (or willingness to quickly work towards obtaining this qualification). 
  • Level 1 & Level 2 Derivatives accreditation seen as an advantage 

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