At a Glance
- Tasks: Support advisory teams with client service, data entry, and documentation.
- Company: Boutique financial advisory group based in Wollongong.
- Benefits: Gain valuable experience in finance and develop your professional skills.
- Other info: Opportunity for growth in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in client service.
- Qualifications: Strong communication, organisation, and teamwork skills required.
The predicted salary is between 81000 - 99000 $ per year.
MST Advisors, a boutique financial advisory group based in Wollongong, seeks a Client Portfolio Officer to support the Advisory teams with timely delivery of personalised client service.
You will handle data entry in Xplan, assist with documentation and meeting materials, and liaise with third parties while maintaining accurate records.
The role emphasizes strong communication, organisation, and teamwork, with a focus on client service excellence and efficient execution of advisory.
Portfolio Implementation Specialist employer: MST Advisors
MST Advisors is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Wollongong. With a strong emphasis on employee growth, we offer ongoing training and development opportunities to help you excel in your role as a Portfolio Implementation Specialist. Join us for a rewarding career where your contributions directly impact client satisfaction and success.
