At a Glance
- Tasks: Support Private Wealth Advisers with client management and operational tasks in a dynamic financial environment.
- Company: Join Euroz Hartleys, WA's leading financial services firm with a collaborative culture.
- Benefits: Enjoy a modern office, onsite gym, bonuses, and health insurance discounts.
- Other info: Be part of a diverse team that values growth, integrity, and respect.
- Why this job: Kickstart your career in finance while making a real impact on client outcomes.
- Qualifications: Organised individuals with admin experience and a passion for finance will thrive here.
The predicted salary is between 58500 - 71500 $ per year.
At Euroz Hartleys, we are always looking to connect with talented individuals who are passionate about financial markets and delivering outstanding client outcomes. We encourage you to explore our current openings below and check back regularly, as new positions are posted as they become available.
Want to learn more about our employee benefits and what it's like to work here? Check out our Career Opportunities page. Interested in what it's like to be part of our team? Learn more about our values and culture and discover how we support our people to grow and thrive in a collaborative and high-performance environment.
We have an exciting opportunity for a Dealers Assistant to join the team, providing operational support to a Private Wealth Adviser who primarily handles ASX securities trading, portfolio management and corporate desk deals.
As a Dealers Assistant you will undertake a range of duties including:
- Client account management which includes assisting with the set-up of new accounts and required client follow up
- Provide support to the Adviser with client functions
- Aid in capital raisings using the Complii system
- Assist with time sensitive desk-generated deals
- Manage client fund availability to ensure settlement of share purchases
- Collaborate with the Operations Team to address any trade-related issues
- Identify wholesale and retail clients and maintain accurate records
- Manage Adviser schedules and appointments
- Manage compliance requirements and maintain accurate, up-to-date client files within XPlan
Being able to bring your whole self to work is important to us. At Euroz Hartleys we embrace our values of Relationships, High Performance, Integrity, Accountability and Respect. This role is best suited to a highly organised individual who enjoys providing high-quality administrative support and is looking to build a rewarding long-term career in administrative support.
To be successful in this role you will be able to display the following:
- Previous experience in a similar type role would be highly regarded
- Experience with data entry and data management tools
- Exposure to fast-paced work settings and/or roles with tight deadlines
- Exceptional focus on accuracy and precision in all administrative duties
- Ability to thrive in a dynamic and high-pressure financial industry environment, quickly adapting to changing circumstances and new challenges as they arise
- University degree in a related field would be highly regarded but not essential
We recognise the uniqueness of our employees, and the skills and experiences each and every member of our team can bring to Euroz Hartleys. We see the value of diverse voices and we are continuing our evolutional journey toward greater Diversity, Equity and Inclusion. We invite you to join us on this journey.
Please note, applications from recruitment agencies or individuals on a working holiday visa will not be considered.
Dealers Assistant in Perth employer: Euroz Hartleys
Euroz Hartleys offers a supportive and collaborative team culture, fostering professional growth in a high-performance environment. Employees benefit from a modern office with an onsite gym and additional perks, making it an attractive workplace for those passionate about financial markets. The company encourages individuals to thrive and build rewarding careers within a specialist administration function.
