Hybrid working model – 2 days WFH;
n Impressive Melbourne CBD office; and
n Full training, support & team laughs.
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Amazing opportunity for one person to establish an exciting career within financial services/wealth management.
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Providing administration support to Brokers and Advisers, your daily responsibilities will include:
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- Data entry of new business applications;
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- Processing of changes to investments & bonds;
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- Processing withdrawal requests;
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- CRM database maintenance; and
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- Responding to emails and assisting Brokers/Advisers with administration.
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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:
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- Some administration, customer service and/or data entry experience;
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- Professional communication skills;
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- A willingness to help your teammates; and
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- Very robust attention to detail.
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Job number: 45679
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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.
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Should you require reasonable adjustments or have a preferred method of communication throughout the recruitment process, we encourage you to make a request via ***********@uandu.com 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.
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Additionally, for a barrier-free and inclusive online experience, you can access u&u;'s opportunities using accessibility software Recite Me at https://www.uandu.com/jobs.