Millennium Wealth was founded in July 2019 with the vision of creating a wealth management business focused on providing a superior customer experience and outcome, with the best interest of our clients at the heart of everything we do.
We are a successful and growing boutique advice firm based in Sydney CBD and are dedicated to helping our clients secure their financial future.
The Role Full-time role supporting two experienced Financial Advisers.Timely and accurate implementation of advice documents.Liaise with existing clients and assist with onboarding of new clients.Assist advisers with meeting preparation, research and preparing client review documents.Research and analysis of client's superannuation/investments/insurances.Managing CRM systems.Prepare documents including Fee Disclosure Statements, ongoing service agreements, invoices and other relevant paperwork.Complete ad hoc tasks, diary management and general practice administration.Skills & Experience: 2+ years' experience in the Financial Services Industry preferred.Strong verbal and written communication skills.Understanding of the advice process and investment markets preferred.Experience with Financial Planning software preferred.Detail oriented and highly organised.Results driven with the ability to take initiative.Why us? We offer a competitive salary package, commensurate with your skills and experience.You will enjoy a high degree of client-facing interaction to develop your advice and relationship skills.
There will be opportunities for training and professional development in this role.We are a diverse and talented team of professionals working in a supportive and collaborative environment.
We value each other's contribution.Our office location is central and easily accessible.If you're passionate about shaping financial futures and ready to elevate your career in a supportive and innovative setting, we'd love to meet you! #J-18808-Ljbffr