This is a outstanding 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:

Good 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

Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad .

#J-18808-Ljbffr

📌 Portfolio Implementation Specialist (Wollongong)
🏢 Market St Holdings Pty
📍 Wollongong