We're seeking a proactive and dedicated individual to provide onsite day-to-day support to our Senior Advisers to help continue to grow our business in our newly renovated office. In this dynamic role, you'll be the backbone of our team, assisting with client interactions, research tasks, and administrative duties to ensure smooth operations.

If you're an energetic, proactive and client-focused professional who thrives on variety and making a real impact behind the scenes, we'd love to hear from you. At Morgans Geelong, we pride ourselves on supporting you in a friendly and welcoming way so that you can become the best version of yourself.

This role has potential to transition into a full-time chance.

What you will be doing

Providing prompt, accurate and exceptional customer service across all client interactions, both in person and over the phone

Supporting Advisers with day-to-day administration, including outgoing correspondence, corporate placement coordination and platform administration

Playing an active role in compliance through accurate documentation of client records and advice documents

Assisting Advisers with account opening and Salesforce (CRM) maintenance

Taking responsibility for the timely correspondence of forms between parties





Assisting with marketing initiatives and event organisation.

What you will bring

A positive attitude and being open to learn

Pro-active initiative with a willingness and ability to undertake a wide variety of tasks and see them through to completion

Strong computer skills, with the willingness to learn internal systems such as Salesforce and IRESS

The ability to multi-task and be organised

Strong written and verbal communication skills and ability to work in a team environment

Financial market background (advantageous)

Experience in a support role within a client focused, corporate work environment (advantageous)

Strong attention to detail

About Morgans

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.

Be part of a close-knit team of professionals

Attractive salary & eligibility to participate in bonus scheme

Learn from experienced wealth management advisors with a focus on development and support

A positive working environment, centrally located in the heart of Geelong

#J-18808-Ljbffr

📌 Adviser / Office Assistant (Yea)
🏢 Morgans Financial
📍 Yea