Financial Adviser Assistant

- Construct quality advice documents in a timely and efficient manner.

- Responsible for assisting the Financial Adviser with the proactive management of a client’s affairs.

- Manage and respond to client queries within specific time frames.

- Fully comply with the industry’s rules and standards.

- Maintain the clients’ profile up to date.

- Conduct comparison research between financial products.

- Work collaboratively in a team to improve various business processes.

- Arrange and schedule appointments in a timely manner.

- Prepare, maintain and update client profiles on company software (Xplan).

- Prepare documents for financial adviser to produce financial reports (Statement of Advice and Review of Advice).

- Prepare applications for various financial products, including superannuation, investments and insurances.

- Follow up with company partners and clients to check up on outstanding requirements.

- Follow up with other third-party parties (Fund managers, Superannuation Funds, etc..) to collect relevant information for the financial adviser.

- Maintain good communication and working relationships with the company clients.

- Proficiency in English, especially in writing and speaking (IELTS Certificate of 7.0+ or equivalent required).

- Degree in Economics, Finance, or Accounting.

- Exceptional attention to detail and analytical skills.

- Strong problem-solving abilities with effective time management skills.

- Preference given to Australian graduates.

Hồ sơ: CV và bằng cấp tiếng Anh

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