Position - Junior Advice Associate
Job description
AdviceLab is an Australian-owned fast-growing back-office solutions provider to the financial planning industry in Australia. Our fuel is teamwork and we believe that to deliver our purpose efficiently, we are stronger together.
Check out our Instagram & LinkedIn page to find out more about us.
Responsibilities (include but not limited to);
- Conduct product research within the financial planning universe
- Manage client review meetings and document preparation
- Liaising with the Adviser and carrying out system tasks allocated
- Conduct frequent audits on weekly basis on implementations
- Ability to understand and meet stakeholder expectations
Must Have:
- Minimum 06 months of experience in BPO industry/ Banking operations
- Degree / Professional qualification related to Finance or Administration (CIMA and ACCA students who wish to get their practical training agreements signed are encouraged to apply)
Some of the skills we are looking for include (but not limited to);
- Fast learner - working in a rapidly growing business requires you to be agile
- Self starter - we love people who take the initiative to go the extra mile
- An interest in numbers - you will be spending a considerable number of hours working with numbers, so it would probably be ideal if that is a match made in heaven.
- High attention to detail - everyone makes mistakes
- Team Mentality - we are not looking for the glory hunters
- Out of the box thinker - we love ideas! Give us your best shot
- Great Communication - this is a must
- Never Give Up attitude - we have had challenges of all sizes thrown our way, but we keep knocking them down. We looking for our next Muhammad Ali #FloatLikeAButterfly #KO
What's on offer to the right candidate;
- An above-market salary
- An opportunity to join a fast-growing organization that works with global clients
- An opportunity to take on extra responsibility and a step up in your career
- An amazing workplace culture built on employee-driven initiatives
- Travel Allowance
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