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Analyst Advisor Support | Jbwere

NAB - National Australia Bank - Canberra, ACT

Banking & Finance
Source: uWorkin


Full Job Description
Adviser Support in Wealth Management |JBWere
Permanent full-time position
Role based in Canberra

JBWere is one of Australia's leading wealth managers, we strengthen the financial standing of clients through bespoke wealth and investment strategies. JBWere are committed to supporting your talent and skills throughout your career, as you help us sustain a culture that affects positive change for both our clients and the broader community.

We are currently seeking applications for an Adviser Support Team Member with Wealth Management teams in our Canberra office. This is a great opportunity to work with established teams, who are highly experienced and professional in their provision of tailored wealth advice and investment strategies to High Net Worth clients.

In this busy and varied role, you will ensure your workflow is dealt with in an efficient and effective manner and to best practice quality standard. Ideally you will have experience in a fast-paced investment environment, be proactive, have an eye for detail, be a quick learner and work well to firm deadlines. Your core responsibility is to assist the team to manage and grow their business by providing a high level of client service through administrative, reporting and workflow support.

You should be able to demonstrate current or recent experience, skills and attributes, in the following key areas:

Solid experience in a support role for a Wealth Management or Professional Services business
Proficient in using MS Office, Excel and Word
Strong interpersonal skills and demonstrated client service ethic
Excellent verbal and written communications skills
Ability to plan and prioritise to meet deadlines in a fast-paced environment
Be proactive and able to work autonomously
Bachelor Degree / Relevant Industry Accreditation preferred

This is an exciting opportunity for an individual looking to expand on their current experience with a desire to continue their career in Wealth Management at JBWere.

To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency status.

Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.

We embrace diversity of thought, style and working arrangements to ensure our workforce is representative of the communities that we serve and that our thinking, solutions, and products are the best they can be.