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.