This is a great chance 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 youTo be successful in this role, you will be able to demonstrate:Good communication skills both verbal and writtenExcellent organisational and time management skillsUtilising software systems to manage client accountsExperience in financial planning software such as XplanIntermediate proficiency in MS Office suite, particularly, Word,
Excel & OutlookWorking autonomously and as part of a teamAbout the roleData entry into software programs including XplanManage implementation of advice recommendationsPrepare documentation and client meeting materialsLiaise with third party platformsMaintain accurate client records and documentationAssisting with client queriesAbout UsMST 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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