Advisor Support Coordinator

Job Title: Financial Planner Job number: 796460
Work type: Permanent Full time
Primary position location: 100 St Georges Tce, Perth, WA
In this role, you will:
Focus on enhancing client relationships by forging strong connections and delivering exceptional communication that elevates every interaction.
Build rapport and create meaningful engagement to deepen trust and drive long-lasting partnerships.
Safeguard the business by actively managing risk and ensuring full compliance.
Collaborate seamlessly with the operations team to ensure a smooth and efficient workflow.
Be the vital link that keeps everything running like clockwork, driving coordination and optimizing processes for maximum productivity.
Curate and organize the team's schedule, ensuring every detail aligns perfectly with their goals.
What you'll bring:
Economics and/or finance tertiary qualification.
Exceptional written and verbal communication skills.
Solid foundation and a genuine passion for financial markets.
Strong application of interpersonal and rapport building.
Proficient in advanced Microsoft Excel functions.
JBWere is one of Australia's leading wealth managers; we strengthen the financial standing of clients through bespoke wealth and investment strategies.

JBWere is 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.

Advertised: 24 Oct 2024 6:00 AM W. Australia Standard Time
Closing: 30 Oct 2024 11:55 PM W. Australia Standard Time
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