
Investment Implementation Specialist
Walshs
Posted 13 days ago
Walshs is looking for a motivated and enthusiastic Investment Implementation Specialist to join our high-performing team. This is an exciting full-time opportunity to support the delivery of quality investment solutions and outcomes for our clients, while building a rewarding career with one of Queensland’s leading financial services firms.
In this role, you’ll work closely with our Directors and advice team to implement tailored investment strategies, ongoing management of clients accounts, and provide exceptional support during key stages of our clients’ financial journeys.
As part of our Implementation Team, you’ll gain valuable hands-on experience working with a diverse client base, supported by experienced colleagues and expert management. This role offers a clear path for professional growth and development within our firm.
If you’re ready to thrive in a fast-paced, collaborative environment, apply today and take your next career step with Walshs.
What will you do?
Implementation of all advice recommendations for clients
Set up of new managed savings plan accounts
Set up of MDA accounts for clients with Mason Stevens
Set up of LTE accounts
Changes to clients portfolios as directed by the client, or advisers
Ongoing management of clients accounts – answering client or staff queries, updating bank details, updating addresses and identifying issues
Preparation of verbal record of advice documents following adviser meeting
Collation and sending of investment statement of advice documents
Manage the Fee Disclosure Statement (FDS) process – prepare, monitor and issue FDS in line with current regulatory requirements
Attend investment committee meetings
Monthly commission reports
Collaborate with our analyst, and advisers to implement advice and liaise with clients
What you need:
2+ years experience in a similar role
Familiar with investment platforms such as Mason Stevens, Praemium and BT Panorama is preferred, but not required
Excellent communication skills, and can convey complex information in a simple way to clients
About you:
High motivation and a passion to help clients achieve their financial dreams
Great organization skills
Proactive and a problem solver
Desire to grow within our business and your career
About Walshs:
Walshs are a fully integrated accounting and financial services firm, located in the Brisbane CBD. Walshs Practice has existed within the industry since 1991, and it is our purpose to guide and inspire our clients to financial success, through the management, protection and growth of their wealth.
The office culture is one of accountability, innovation and fun with a focus on team work. If you join the team at Walshs Practice you will have access to a health and fitness benefit, bonus incentive scheme, team building activities and professional development training and support as applicable to your role. The office culture is of the up most importance to the Directors, and as such we expect all Walshs team to exhibit and align with the Walshs staff values, which are:
Client Focused
Reliable
Honest
Professional
Supportive
Team Player
If you are interested in the role, have the required experience, and our company mission and values fit with you please submit your resume and cover letter.
About Walshs
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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