_{07th January, 2021}

About the company
Our client is independently owned self-licensed private wealth firm providing investment and financial planning advice to high net-worth individuals and families. The firm has been operating for 25+ years.
The team consists of 4 people who are professional, hard-working and friendly. They go above and beyond for their clients.  

About the role
This is a permanent position. You will be working alongside a small team of professional and friendly financial planning & investment professionals. Your key duties will include:

• Send research updates to clients
• Check and implement corporate actions
• Portfolio administration
• Answering client phone calls
• Greeting clients upon arrival
• Send portfolio reports to clients
• Update client details on the respective share registries.

Skills & experience

• Experience working in a private wealth or stock broking firm
• Attention to detail
• Understanding of Australian equities
• Corporate actions understanding and experience
• Well presented with exceptional communication skills.

Culture

• Friendly, collaborative and vibrant team environment
• Great culture with work/life balance.

Benefits

• Be a part of a informal business doing business a formal way 
• Join a firm which has great clients and has a long-term track record of providing exception service to HNW clients. 

How to apply
If you are interested in learning more about this position, please apply via the attached email link.

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