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Exciting role for someone with financial markets, funds management experience
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Support some of the best advisors in the industry!
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Competitive salary
I am looking for an advisor assistant who has experience supporting investment advisors with their dealings with clients and assist them to develop their business. The focus for you will be your ability to improve efficiencies and add value to the client relationship.
This role offers variety in a fast paced environment, in addition to significant client contact and relationship building.
You will enjoy working in a busy environment with tight timeframes. Being the first point of call to clients you will perform a variety of tasks that include, updating portfolio records, provide accurate price information, take orders and execute orders as required. The ability to prioritise, meet deadlines and work in a team is essential. The successful candidate requires well developed interpersonal skills, a customer centric focus, an excellent phone manner and verbal communication skills. Ideally you will be tertiary qualified with sound computer skills and strong numeric ability. Your solid understanding of the financial investments market and understanding of back office processes and systems will be a real advantage.
We welcome initiative, drive and enthusiasm. You will be joining a high profile organization that values, retains and develops its people.
For further details please click on the “apply now” link to submit as a Word Document your details or phone Tonia Calderwood on 09 358 0888. TC5947
