You will be responsible for coordinating Adviser team(s) to successfully service clients, by providing outstanding administrative support, increasing team efficiencies and meeting all compliance obligations.  You will have a strong focus on client communication and engagement to support the generation and retention of team revenue

• Opportunity to join JBWere providing support to Advisers
• Outstanding opportunity to build and progress your career
• Canberra CBD location

Our people are client obsessed. They prioritise the needs and satisfaction of the client above all else. Our mindset fosters innovation and creates strong, lasting client relationships as we strive to be the most client centric company in Australia and New Zealand.

Each day, you’ll go above and beyond to:

• Service existing client relationships and maintain an excellent and consistent client experience.
• Demonstrate a good understanding of, and be able to communicate, financial market updates, investment ideas and asset allocation.
• Accurately execute trades as instructed by Adviser Team/s and in accordance with your LOA provisions.
• Produce SOA’s (Statement of Advice) and pitch documents and marketing material.
• Establish and maintain client accounts.
• Monitor and maintain the Sophisticated Investor Register, Account Categorisation, Client Risk Profiling and Statement of Advice (where applicable) to ensure all compliance obligations are met.
• Management of the team/s prospects and opportunities, ensuring Salesforce is up-to-date, and providing the advice team with reporting as required.
• Assist in the management of IPO’s, Placements and other capital raisings, including client allocation, provision of client documentation and efficient settlement to ensure advice team/s meet commitment.
• Co-ordinate team/s client and prospect events to support client retention, acquisition and cross referral opportunities.

We’re looking for the best and brightest to deliver the best for our customers. You’ll need:

• A relevant tertiary qualification and/or industry accreditation such as FASEA accredited AQF7 Bachelor Degree or FASEA approved post graduate tertiary pathway qualification preferred.
• Demonstrated understanding and interest in financial markets.
• Proven knowledge and understanding of the financial services industry and regulatory environment preferred.
• Ability to work in a fast-paced investment environment, be proactive and have an eye for detail.
• To be a quick learner with strong analytical skills.
• Proficiency in MS Office, Excel, Word and ideally IRESS.
• Strong interpersonal skills and demonstrated client service ethic.
• Excellent verbal and written communications skills.

We respectfully ask candidates to hold any questions for the phone interview, where we’ll discuss the role in detail and answer any questions. This helps to ensure a focussed, efficient and fair application process. The talent acquisition team looks forward to addressing all inquiries at that time if your application progresses.