Team Assistant / Advisor Assistant

Team Assistant / Advisor Assistant

Contract Type:

Full Time

Location:

Melbourne - Victoria

Industry:

Banking & Finance

Contact Name:

Luke Cuni

Contact Email:

lcuni@gowrecruitment.com

Contact Phone:

0413 839 375

Date Published:

09-Jun-2025

This is a great opportunity for a career orientated market professional to join a well-established Financial Services Organisation as a Team Assistant / Advisor Assistant.
  
Dealing with Ultra high net worth clients and very intelligent colleagues, our client is keen to meet with individuals who have had at least two plus years’ experience in stockbroking client service / operations or  are currently an Team Assistant / Advisor Assistant looking for a new opportunity.  Supporting 3 Senior UHNW advisors, this is a mature and busy desk. This role has a positive mix of administration, on-boarding, transitions, and client service-related duties, will be involved in corporate deals, client meetings, operational functions, will need a thorough understanding of all KYC and AML rules, compliance and risk.   This is a high performing desk and are keen to partner with a career focused professional. Opportunities to work on a team driven desk like this with colleagues that will support and enhance your skill base are very few in this market.. here is the perfect opportunity ! 
  
The client will provide a positive and engaging working environment with a busy and exceptional culture.  Our client is keen to meet with candidates who are settled, career driven, will be focused on providing quality client service to the advisors and their client base.   A strong knowledge of equities and broking operations are essential.   RG 146 is required.
  
If you pride yourself on your work practice, are organised, thorough in operation and are a positive and driven individual, then please apply.

For further details please contact Luke Cuni at GOW Recruitment on 0413 839 375 or apply below.

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