Client Services Associate - Private Wealth Management …, Brisbane City

The Company E&P; Financial Group (E&P;) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions. Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration. We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you. Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business. About the Role We are looking for an experienced Associate to join our Private Wealth Management team in Brisbane. In this role, you will provide support across the broader Brisbane Adviser team, making this a varied and energetic role that will see you work with a range of clients and Advisers on a day-to-day basis. This role will also entail broader operational and administrative functions for the Brisbane office. A typical day may include:
- Providing technical and administration support to Advisers
- Placing buy/sell orders on the market as requested by clients
- Managing funds product orders
- Providing analysis and ongoing monitoring of investments
- Preparing formal advice documents (e.g., Statements of Advice)
- Assisting with client meetings and responding to client requests About You Key to your success in the role will be:
- A relevant Bachelor's degree (Commerce, Finance or similar)
- Relevant work experience with an investment bank or financial services firm would be desirable Apply on Kit Job: kitjobau.com/job/3rrh8f