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 energetic 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 doingProviding prompt, accurate and exceptional customer service across all client interactions, both in person and over the phoneSupporting Advisers with day-to-day administration, including outgoing correspondence, corporate placement coordination and platform administrationPlaying an active role in compliance through accurate documentation of client records and advice documentsAssisting Advisers with account opening and Salesforce (CRM)



maintenanceTaking responsibility for the timely correspondence of forms between partiesAssisting with marketing initiatives and event organisation.What you will bringA positive attitude and being open to learnPro-active initiative with a willingness and ability to undertake a wide variety of tasks and see them through to completionStrong computer skills, with the willingness to learn internal systems such as Salesforce and IRESSThe ability to multi-task and be organisedStrong written and verbal communication skills and ability to work in a team environmentFinancial market background (advantageous)Experience in a support role within a client focused, corporate work environment (advantageous)Strong attention to detailAbout MorgansMorgans 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 professionalsAttractive salary & eligibility to participate in bonus schemeLearn from experienced wealth management advisors with a focus on development and supportA positive working environment, centrally located in the heart of Geelong
#J-*****-Ljbffr

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