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Your contribution will directly enable our advisers to focus on providing personal financial advice and developing new business opportunities.
As the trusted support for our Private Client Advisors, you will take ownership of maintaining client data and managing essential processes to improve the overall client experience.
About the role:
- Coordinate client-approved wealth strategies and investment recommendations.
- Provide exceptional administrative support to clients and advisers
- Assist with maintaining accurate client data in XPLAN, collect third-party authority information, and prepare for client reviews.
- Manage the annual advice consent process to ensure compliance and accuracy.
- Liaise with internal business units on behalf of advisers to ensure successful client outcomes.
- Contribute to the continuous improvement of systems and processes.
What you'll need to succeed:
- Proven experience delivering excellent client service in a client-facing role.
- Strong organisational and time management skills, with the ability to manage multiple tasks and priorities effectively.
- Experience using financial planning software (XPLAN) and an understanding of financial products.
- Excellent communication skills, both written and verbal, with a keen eye for detail.
- Ability to work independently with a ‘can-do attitude' in a collaborative, open-plan environment.
- Ability to perform under pressure and work within a well-defined compliance framework.
What we can offer you:
- A warm, open and supportive culture
- An attractive remuneration package, including reward and recognition programs
- An employee wellness program, including discounted health insurance and an employee assistance program
- An individual learning and development budget to help you grow
- A workplace volunteering and giving program to enable you to help others in the community
- Group Salary Continuance insurance to protect you when you need it most
- Discounted tax and estate planning services
About us - Trusted since 1888
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.
We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company!
Agencies please note that this vacancy is being managed directly by the Equity Trustees' HR team. We will contact our preferred agency partners should we require additional support. Thank you.