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Cadetship

Sydney CBD, New South Wales 2000, Australia • Part-time

Description

Providing an opportunity to learn and develop in a growing business within a dynamic and changeable environment. We acknowledge what works today may not work tomorrow and this role plays an active part, providing perspective and enabling change. We are a small practice so you will get exposure to variety of functions in a collaborative team to achieve client and organisational goals.

Key Responsibilities

1. An acknowledgment that we are here to serve: our clients, each other, and our community upholding Lorica Partners Values.

2. Be open, honest, and fair in all dealings with clients, other team members and the Company.

3. Work to grow and enhance the Company’s brand and reputation.

4. Follow all agreed business procedures and practices and strive to enhance these.

5. Commit to ongoing personal and professional development including maintaining the required standards for your role through an annual professional development plan.

6. Maintain appropriate standards in relation to compliance with the law and ASIC requirements and maintain appropriate records.

7. Developing a deep knowledge of and strong working relationship with the team in completing tasks, assisting with deliverables and projects,

8. Coordinating and working with others, including third parties in responding to requests and enquires within agreed time frames.

9. Maintaining systems (including the Client Relationship Management System), processes and tools, ensuring data integrity

10. Assist in the completion of research, information gathering and documentation to assist the Team and our clients

Core Competencies

• Involvement in all team meetings, projects, and training in a proactive, constructive, and respectful manner.

• Demonstrate ethical and critical thinking skills to enable informed decisions amid potentially numerous options available to clients

• To work autonomously yet collaborative in your approach, working to a high standard with minimal supervision.

• To interact comfortably with others in an approachable, professional manner

• To approach other members respectfully and honestly.

• Ability to be discreet with information.

• Effective communication both verbally and in writing.

• Demonstrate initiative and self-motivation.

• Naturally curious, being proactive & analytical in solving problems.

• Demonstrated commitment to quality and attention to detail, and accuracy.

• A desire to continually extend knowledge and skills to grow and develop.

• Ability to work in a dynamic and changeable environment effectively with the ability to prioritise and manage conflicting deadlines.

Qualifications & Experience

The role is suitable for a person with aligned values. You will be currently studying with an interest in business and ideally the financial sector. You will be required to demonstrate our expected behaviours.

Role Type

Permanent • Part-time • Entry Level

Company Overview

Lorica Partners is an independent financial planning and wealth management firm based in Circular Quay, Sydney. We serve clients with diverse and complex family situations and look after the next generation of many clients plus Foundation corpuses. In everything we say, and do we must always be deserving of our client’s trust, respect, and affection – by finding ever more thoughtful and effective ways to help them use their financial assets to live the best life they can imagine.
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