- Assist and support Investment Advisors
- Highly profile organisation
- CBD location
Our client is a leading provider of investment, financial markets advisory products and services. They are looking to appoint an Advisor Assistant to assist their Investment Advisors to be effective in their roles.
The thrust of the position is:
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Portfolio reporting and distribution of reports
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Completion of banking processes and settlements with emphasis on cash ,ledgers and foreign exchange
- Significant client liaison and documentation of orders
- Support of Advisors with opening accounts, client investment strategies, updating records etc.
The position is varied and fast paced in a well respected organization. The successful applicant will bring a professional attitude, a background in administration and financial markets knowledge and strong computer skills.
You will be very client focused, flexible and willing to demonstrate initiative.