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 opportunity.
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
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📌 Adviser / Office Assistant (Victoria)
🏢 Morgans Financial
📍 Victoria