Moore Australia is a joint-venture between Partners Wealth Group, one of Australia’s leading providers of business and financial advisory services for high net worth individuals, business owners and organisations, and Moore Australia a specialist provider of tax, accounting and advisory solutions.
About the role
This experienced CSO/Associate role is a great opportunity for someone who is looking for work flexibility, passionate about working in the Financial Advice industry, and has a strong desire to primarily support our small, tight-knit team split between the CBD and StKilda.
In this role you will be responsible for performing the tasks that comprise the implementation and ongoing administration of clients’ financial strategies. Working closely with the Financial Advisor you will be required to:
Provide quality service and maximize customer satisfaction
Manage the implementations of new investments and insurance policies
Maintain accurate data and records
Produce client correspondence and reports
Ensure all relevant processes, internal and external, are completed in a compliant and timely manner
Flexible working hours may be available for the right person
Education Requirements
Administration experience in Wealth management, Financial planning or finance
Will have a moderate level of technical knowledge
Experience Requirements & Key Skills
- Will need excellent relationship management and administrative skills
- Has a sincere desire to assist clients with achieving their financial goals
- Will need great energy and be highly motivated to achieve growth and meet deadlines
- Has excellent people skills and able to network internally and externally to build relationships with our affiliated accountants, advisors and clients
- Ability to quickly learn the features & functionality of appropriate financial planning software & other business systems
Our Culture
Fast paced and client focused
Accelerated Training & Development
- Genuine and friendly team environment
- Great office space; and
- Good social network
Job description provided by Partners Wealth Group.
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