Private Wealth Assistant

About Morgans

Morgans is Australia’s most respected full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity.

The Opportunity

Are you ready to embark on an exciting opportunity as a Private Wealth Assistant for Team Hickson? We’re on the lookout for a proactive individual to provide vital support to our Advisers and ensure the smooth functioning of our dealing room operations.

Benefits

• Eligible to participate in bonus scheme
• Learning and development opportunities including Morgans’ Mentoring program
• Discounted financial services, health care, gym memberships & more
• Positive impact on the community through the Morgans’ Foundation and paid volunteer days

What you will be doing

• Assist with general duties to ensure client trades are executed and settled efficiently, accurately and on time
• Provide clients with exceptional customer service, prompt responses and the correct information
• Assist Advisers with managing IPO and placements
• Assist with function co-ordination
• Organise general outgoing correspondence – mail outs, SOA, change in address, change in holdings, change in name etc, and specific team marketing campaigns
• Use Salesforce to record client requests, conversations, messages and work completed so Advisers can monitor
• Maintaining and overseeing client documentation and records management, including monitoring Qualified Investor expiries and ongoing fee arrangements.
• Coordinate and organise meetings and client functions
• Daily use of various market systems
• Prepare Off Market Transfers

What you will bring

• Self-motivated and deadline driven
• Strong attention to detail
• Ability to prioritise competing tasks and manage workload while maintaining accuracy and responsiveness
• Excellent written and verbal communication skills
• Proficient with MS Word and MS Excel and general computer skills
• Financial market background (advantageous)
• Client focused
• Engaging and approachable

Yes, I want to apply!

If you are interested in this role and would like to join the Morgans team, please click apply and submit your cover letter and resume! We believe in creating opportunities for everyone and welcome applications from people with diverse backgrounds and experiences. We can’t wait to hear from you!