About the opportunity

This is a great opportunity to join our growing business as an Administration Officer supporting the Advisory team to ensure the timely delivery and implementation of personalised advice for clients.

About you

To be successful in this role, you will be able to demonstrate:

Managing accounts with an exceptional attention to detail

Excellent organisational and time management skills

Building and maintaining positive engagement with third-party providers and utilising their online forms and processes

Utilising software systems to manage client accounts

Intermediate proficiency in MS Office suite, particularly, Word, Excel and Outlook

Juggling multiple tasks efficiently

Excellent written and verbal communication skills

Adapting effectively to new requirements and situations

Working autonomously and as part of a team

Exposure to the Financial Planning and Services industry and familiarity with XPlan or similar financial planning software will be highly regarded.

About the role

Preparing and administering client portfolios

Preparing online applications on behalf of clients, such as: ID requirements, investments and superannuation

Liaising with third party providers, such as: banks, share brokers, superannuation funds, and fund managers, to administer client applications and manage ongoing dealings with their accounts

Dealing with government agencies, such as Centrelink and Veteran Affairs, to provide and update client information

Preparing written correspondence in relation to client portfolio matters

About us

MST Advisors is a boutique financial advisory company located in Wollongong on the south coast of NSW. Our mission is to help individuals and families manage, secure and multiply their wealth portfolios responsibly and ethically. We advocate investment in assets that meet the investment principles of direct, simple and transparent.

We believe work is something you do, not somewhere you go. Our roles provide flexible work arrangements that balance your needs and those of our clients, our teams and our people.

How to apply

If this role matches your experience, please send your resumé to [email protected]