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Albury – Adviser Support Officer

Financial Advice
22.5 hours per week

Are you a Jobseeker or Youth Allowance recipient?
Are you studying a Finance discipline?
Would you like to work part time (22.5 hours per week) whilst you complete your studies?
Do you have a goal of becoming a Financial Planner?

We are a small boutique Financial Advice firm located in central Albury and are looking to expand our team due to the strong growth of our business.

We currently have a position available at our Albury office for a part time Adviser Support Officer working 3 days per week with a view to increase hours over time for the right candidate. Ideally, you have previous experience working in a Finance, Financial Advice background or are currently studying a Financial Advice discipline.

The role of our Adviser Support Officer is the key point of contact in our office for our clients. You will be taking on responsibilities such as supporting the client experience for the financial adviser as well as providing administrative support. As a learning experience, you will be involved in all areas of the Financial Advice process.

Key duties

  • Answering telephones, co-ordinating client meetings, contacting customers
  • Establish and maintain positive relationships with existing customers
  • Completion of Fee Disclosure Statements and Opt In requirements
  • Maintaining our Financial Advice database and assisting with Statement of Advice production.
  • Assist Advisers in servicing clients by preparing review materials
  • Liaising with fund managers, superannuation funds and centrelink.
  • Following up application forms, switches, redemptions.
  • Handling special administration projects
  • Maintaining electronic filing systems

Skills and experience

  • Studying towards a Financial Advice discipline highly regarded
  • Excellent organisational and time management skills
  • Strong communication skills both written and verbal
  • High attention to detail
  • Ability to work in a small team environment is essential
  • Ability to work unassisted at times and follow instructions
  • Advanced computer skills in Word, Excel, PowerPoint are expected.

Candidates with an interest in Financial Advice or previous administration, banking or wealth management knowledge and skills will be highly considered, but not essential. Flexible working arrangements would be considered.

Work with us at Securinvest

Securinvest is a leading financial services group which includes boutique Financial Planning, Business Advisory & Taxation and Mortgage services.

With our own Australian Financial Services License (AFSL), we have been helping individuals and businesses create and protect wealth for over 35 years.

If you are wanting to work in and enjoy the opportunity to work in a growing and dynamic business, have proven experience in Australia and possess strong communication and interpersonal skills please consider applying.

Would you like to apply?

Please email the HR Manager at alburyjobs@sifs.com.au with a copy of your resume.