Morgans is Australia’s most respected full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity.
The Opportunity
Join the Morgans team as an Office and Client Services Coordinator! Based in our brand-new Toowoomba office on Margaret Street, this varied role will see you become the first point of contact for clients and visitors while providing vital administrative support to our Advisers and broader team. You'll also play a key role in keeping our Private Wealth team running smoothly, supporting trade administration activity and client requests in a dynamic, fast-paced financial services environment. If you're a proactive, client-focused professional who thrives on variety and making a real impact behind the scenes, we'd love to hear from you.
- Eligible to participate in bonus scheme
- Learning and development opportunities including Morgans' Mentoring program
- Discounted financial services, health care, gym memberships & more
- Positive impact on the community through the Morgans’ Foundation and paid volunteer days
What you will be doing
- Be the first point of contact for clients, potential clients and visitors, welcoming them to the office and ensuring the reception area is professionally maintained
- Answer and direct incoming calls, responding to queries where possible
- Provide prompt,
accurate and exceptional customer service across all client interactions, both in person and over the phone
- Assist with meeting bookings and coordinate functions when needed
- Support Advisers with day-to-day administration, including outgoing correspondence, IPO and placement coordination and our managed portfolio service
- Use Salesforce to log client requests, conversations and completed work so Advisers can monitor activity
- Assist with general duties to ensure client trades are executed and settles efficiently, accurately and on time
- Daily use of various market and internal systems
What you will bring
- Customer focus and service orientation
- Excellent phone manner and verbal communication skills
- Ability to build rapport with people at all levels across the business
- Pro-active with a willingness and ability to see tasks through to completion
- Excellent computer skills, with the capability to learn internal systems
- Ability to remain calm and skilled whilst working within a busy environment
- Self-motivated and deadline driven
- Strong attention to detail
- Experience in a support role within a client focused, corporate work environment (advantageous)
- Financial markets background (advantageous)
We believe in creating opportunities for everyone and welcomeapplications from people with diverse backgrounds and experiences. We can’twait to hear from you!