Associate | Financial Planning | Global Investment Bank

Job Title: Associate | Financial Planning | Global Investment Bank
Contract Type: Permanent
Location: CBD, Inner West & Eastern Suburbs
Reference: 517435
Job Published: August 06, 2018 12:45

Job Description

The Business
Our client is a leading global financial service company with offices based in Sydney. The business prides itself on its positive culture, team environment and the delivery of quality advice to high net worth clients. 

The Role
You will work directly with two advisers and across a number of teams within the business. Your duties will include:
  • Working within a fast-paced environment.
  • Liaising with employees on various teams, clients, and external stakeholders.
  • Using organisational skills, manage requests and diaries of principle advisers.
  • Ensure clients requests and queries are met in a timely manner (via phone, email and in person).
  • Implementation of tasks and process improvements.
  • Using Xplan; ensuring data integrity is maintained.
The Candidate
  • Must be dynamic and passionate about the position and area of responsibility.
  • Ideally experience in financial services.
  • Exceptional communication and organisation skills.
  • Motivating, guiding and supporting of the rest of the team.
If you are interested in this position, please apply now.