This is a great opportunity to join our growing team as a Client Portfolio Officer supporting the Advisory teams to ensure the timely delivery and implementation of personalised service to our clients.
About you
To be successful in this role, you will be able to demonstrate:
Positive communication skills both verbal and written
Excellent organisational and time management skills
Utilising software systems to manage client accounts
Experience in financial planning software such as Xplan
Intermediate proficiency in MS Office suite, particularly, Word, Excel & Outlook
Working autonomously and as part of a team
About the role
Data entry into software programs including Xplan
Manage implementation of advice recommendations
Prepare documentation and client meeting materials
Liaise with third party platforms
Maintain accurate client records and documentation
Assisting with client queries
About Us
MST Advisors is a boutique financial advisory company located in beautiful Wollongong on the south coast of NSW.
Our mission is to help individuals and families manage, secure and multiply their wealth portfolios responsibly and ethically.
We advocate investment in assets that meet the investment principles of direct, simple and transparent.
Renumeration
$60,000 to $90,000 + superannuation + car parking based on experience and knowledge
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