Hybrid working model – 2 days WFH; Impressive Melbourne CBD office; and Full training, support & team laughs.
Amazing prospect for one person to establish an exciting career within financial services/wealth management.
Providing administration support to Brokers and Advisers, your daily responsibilities will include:
Data entry of new business applications;
Processing of changes to investments & bonds;
Processing withdrawal requests;
CRM database maintenance; and
Responding to emails and assisting Brokers/Advisers with administration.
We are looking for someone who has a genuine interest in this industry and who is hungry to learn.
You will also need to have:
Some administration, customer service and/or data entry experience;
Professional communication skills;
A willingness to help your teammates; and
Very robust attention to detail.
Job number: *
At u&u; Recruitment Partners,
we value diversity, equity and inclusion.
We welcome applications from Aboriginal and Torres Strait Islander people, people with diverse cultural and linguistic backgrounds and people with disability.
Should you require reasonable adjustments or have a preferred method of communication throughout the recruitment process, we encourage you to make a request via or phone the above-mentioned u&u; consultant to discuss.
In response to these requests, we will collaborate closely with you to implement the appropriate adjustments.
Additionally, for a barrier-free and inclusive online experience, you can access u&u;'s prospects using accessibility software Recite Me at jobs.
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