Desk Assistant - Wealth Management
Fitzgerald Jenkins Recruitment Sydney NSW 2000
Pay information not disclosed by advertiser
Key points we found
- Support a team of Advisers in a wealth management firm
- Handle day-to-day correspondence and client settlements
- Provide market information and maintain client files
- Top Tier Client
- CBD Location
- Potential to Grow
Our client, a Market Leading Wealth Management Group is seeking an enthusiastic Desk Assistant to join their growing business.
In this role you will be supporting a team of Advisers who provide full-service stockbroking, financial planning, superannuation, funds management, fixed interest services to their clients. The responsibilities of this role include:
- Handle all day-to-day correspondence for clients
- Assisting with client settlements & corporate actions
- Market related tasks - provide accurate market information & research to clients
- Build tight rapport with clients and internal stakeholders
- Proactively executing administrative tasks for clients and Advisers
- Maintain and update all client files
To be considered for this role you will:
- Have superior communication skills - written and verbal
- Be able to work to tight deadlines with flexibility
- Be able to prioritise and manage multiple tasks
If you are interested in applying for this role, please hit 'apply' or please email your CV to ***************************
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Fitzgerald Jenkins Recruitment
Fitzgerald Jenkins is a financial services recruitment agency covering Contract & Permanent roles with leading firms across Sydney, Melbourne and Singapore. Fitzgerald Jenkins brings a high level of professionalism and a personalised customer experience while recruiting roles across Finance, Risk and Compliance, Operations and Projects in Banking, Payments, Fintech, Broking and Wealth Management.
Candidates:
We seek to understand not only your short-term requirements, but also your larger career goals and then look to implement a bespoke plan. Our team is committed to understanding your drivers both inside and outside of the work environment, and then look to match your overall profile with a client and organisation where we can see a mutually beneficial 'fit'.