Associate Advisor

This company  has a history of retaining and growing its employee's and has doubled in size over the past few years. This role is CBD based but the company has satellite offices if you were based in the East of Melbourne.
This role would suit someone looking to grow in a large company with their own direct investment team.

The Role:

• This role will be working closely supporting the advice team acting as the go between for the paraplanning team, the client services and advisor team
• Supporting and depending on experience leading impact meetings
• You will ensure that internal controls and standards are maintained
• Be the main POC for client inquiries and advice documents
• Delivering great customer service and going the extra mile to enhance the reputation of the organisation
• High attention to detail while delivering admin task

 
Skills & Experience

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