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Banking & Financial Services

Financial Planning Assistant

Job details

Location: NSW - Sydney
Discipline:
Reference: Ad-41817
Posted: 14 days ago

Job description

Financial Planning Assistant

  • Above market salary
  • Work with market leading Advice team
  • CBD location

About the Company
National practice is in the market for an assistant to join their Private Wealth team due to a recent vacancy.

About the Role

  • Assist clients with their enquiries;
  • Provide comprehensive assistance to the Private Client Advisers;
  • Coordinate corporate actions;
  • Generate client correspondence;
  • Perform general admin tasks – including diary management.

Skills & Experience

  • Previous experience in supporting a financial advice team;
  • RG146 Qualification
  • Terrific communication skills - both written and verbally;
  • Can prioritise a large workload and multi-task;
  • Demonstrable proficiency in Microsoft Word and Excel.

Benefits
Successful applicants will receive a competitive market salary of up to $70k, depending on experience plus other benefits such as holidays.

How to Apply
Click APPLY or contact Gary on garys@charterhouse.com.au  for a confidential discussion.

www.charterhouse.com.au