Ord Minnett

About Ord Minnett

We currently have an excellent opportunity for a proactive and experienced Desk Assistant to join one of our highly regarded Sydney advisory teams on a full-time permanent basis. We are looking for a confident and driven individual, keen to contribute to the ongoing success of this business through rigorous client service, independent thought and contribution to the overall team. Key Responsibilities: Assisting with client enquiries Generating client correspondence Providing assistance to Private Client Advisers Maintaining client portfolios & manage client settlements Coordination of corporate actions Foster professional relationships with clients and stakeholders Distribute client research & reporting Maintaining an understanding of the financial investments industry General administration support, including but not limited to client and diary management duties Requirements: RG146 qualification (ADA 1 + 2 preferred) Degree qualified in relevant field (business/ finance/ commerce) Exceptional written and verbal communication skills Professional and articulate phone manner Proficiency in Microsoft Office and in particular Excel is essential Must have at least +18 months experience in Financial Services Industry (stockbroking advantageous) Ability to multitask, prioritize duties and work unsupervised in a robust work environment Sound attention to detail In order to excel in this role you will understand the importance of comprehensively supporting your Advisers and the subsequent impact on our clients and brand.

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Company Info

Company Type: Private

Company Size: 51 - 250

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Job Ads found: 57

Job Ads per Month: 2.2

Hiring Locations: 2

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