About Us
Morgans is Australia's largest national full-service stockbroking and wealth management network providing a range of wealth management, investment advice and superannuation services.
The Opportunity
We have an excellent opportunity for the role of an Administration Assistance in the Morgans Traralgon Office.
This role plays an important part in ensuring the smooth day-to-day running of the business and assisting our Private Clients and Advisers.
Duties and ResponsibilitiesProvide full administrative support to your assigned Advisers.Provide clients with exceptional client service, prompt response and correct information requested.Answer client phone calls and emails promptly and courteously and relay messages accurately.Manage account opening and new product application processes.Use Morgans internal CRM (Salesforce) and other software systems to assist advisers with maintaining and updating client records in a compliant manner.Request and provide data and information from third-party providers.Input data and assist in the preparation of Statements of Advice and Client Reviews.Distribute various reports, statements, and financial information.Perform general day-to-day duties as required.What You Will BringExcellent Microsoft Word, Excel, Outlook, and Teams skills along with the aptitude to learn new systems (Salesforce, IRESS).Above-average written and verbal communication skills.Positive attitude.Team contributor with the ability to work autonomously.Excellent time management and prioritizing skills.Client service focus and good attention to detail.Strong, initiative-taking work ethic with a willingness to learn.Ability to effectively adapt and change with sound problem-solving skills.This role requires a multi-skilled person with a passion for dealing with people and provides an opportunity to experience first-level exposure to the stockbroking and financial planning industry where you will learn the fundamentals of financial markets.
Pathways are available depending on the candidate and their career aspirations over time.
We would love to hear from candidates who are currently in a similar role or from other industries who would like to begin a career in the stockbroking and financial planning industry, as well as candidates looking to get a start in the industry who are interested in a client-centric administration role.
Salary will depend on qualifications, experience and entry level into the industry.
Salary range is $50,000 to $70,000.
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