Address
Form of work
SalaryWhat you will be doing:
- Supporting with client onboarding and opening accounts
- Arranging internal and external cash movements
- Assist with quarterly reporting
- Monthly updates to clients/ third parties
- Assist with transfers of assets
- Maintain and update client records
- First point of contact for any client queries
- Excellent verbal and written communication skills
- Highly organised with strong attention to detail
- Strong relationship building skills
- Team player as well as the ability to work individually
- Competent with Microsoft Word/ Excel
- Experience in the finance industry is preferrable
This is a permanent role, 5 days in the office.
September start date.
If you are a first or second jobber with a strong interest in finance and wealth management, please apply now!
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