At a Glance
- Tasks: Support a Private Wealth Adviser with trading, portfolio management, and client account management.
- Company: Join Euroz Hartleys Limited, a leading firm in private wealth management.
- Benefits: Gain valuable experience in finance with potential for career advancement.
- Other info: Exciting opportunity to work in a fast-paced environment in Perth.
- Why this job: Be part of a dynamic team and learn the ins and outs of wealth trading.
- Qualifications: Strong organisational skills and a keen interest in finance.
The predicted salary is between 58500 - 71500 $ per year.
Euroz Hartleys Limited in Perth, Western Australia, is seeking a Dealers Assistant to provide operational support to a Private Wealth Adviser who handles ASX securities trading, portfolio management and corporate desk deals.
You will manage client accounts, assist with adviser functions, facilitate capital raisings using the Complii system, and help with time-sensitive desk orders while maintaining accurate client records in XPlan.
Dealers Assistant employer: Euroz Hartleys Limited
Euroz Hartleys Limited offers a dynamic work environment where employees can engage in significant financial operations, such as ASX securities trading and portfolio management. The company emphasizes professional development through hands-on experience in private wealth advisory services, fostering growth opportunities for its staff. With a focus on maintaining accurate client records and facilitating capital raisings, employees are positioned to gain valuable insights into the financial sector.
