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Adviser Assistant - Melbourne

Canaccord Genuity Australia - Melbourne, VIC

Banking & Finance
Source: uWorkin


Adviser Assistant - Melbourne

We have an opportunity for an Adviser Assistant to join our Wealth desk in Melbourne. In this role, you will support a team of Advisers and be integral to the smooth and efficient running of their business.

Duties and Responsibilities will include:

  • Manage the day-to-day administration and operational needs of your allocated Advisers’ businesses;
  • Supporting Advisers with market trading and order management;
  • Supporting Advisers with over-flow of phone calls and other client communications;
  • Assisting clients with administration based queries regarding their trades and accounts;
  • Preparation and management account administration documents such as account opening documents, account updates, off-market/broker transfers, corporate actions, estates, super funds and trusts;
  • Assist with market related administration, portfolio and transaction preparation;
  • Provide back up support to Adviser Assistants by assisting their Advisers during periods of leave and with over-flow of work;

Your Skills and Expertise

  • Minimum of 1 – 2 years’ experience in a stockbroking, back office or Financial Services role is required;
  • Possession of RG146 accreditation is highly desirable;
  • Knowledge of a wealth management and/or stockbroking systems and IRESS highly regarded;
  • The ability to prioritise, multi-task and meet strict deadlines;
  • Client service focused with excellent interpersonal skills, including building rapport with clients;
  • Demonstrated initiative with the ability to work under minimal supervision.

Why work for Canaccord Genuity?

Canaccord Genuity is one of Australia’s leading wealth management, stockbroking and financial services firms. With an experienced client advisory team and extensive network of offices across Australia, we are well positioned to service the investment needs of our clients. Backed by an array of local and international expertise, our investment advice is based upon thorough research and understanding of the market.

We provide a great range of employee benefits including study assistance, paid volunteer leave, the ability to purchase additional leave, subsidised gym membership and much more.

To apply for this opportunity, email a copy of your resume and cover letter to CGAU.HR@cgf.com

Applications close COB 15 June.