Client Relationship Manager/Associate Adviser

We are hiring at Trilogy Financial Group

If you love working as part of a team, having fun and are looking to join a successful group here in Mildura, then this could be for you.

Our private wealth management advice firm has delivered 20 years of exceptional service to clients, and has a professional reputation within the community built on trust.

The Opportunity

What we are looking for in this full-time role as Client Relationship Manager/Associate Adviser is someone that is enthusiastic and ready to:

Work closely with our clients in a warm and caring manner, helping make them feel like part of the family;

Take on numerous administration tasks including preparing client reports, arranging meetings, answering client inquiries, implementation of advice and assisting advisers in managing their work and calendars;

Assisting advisers in researching and preparing compliant and well-presented advice documents;

Help our business evolve through feedback and new ideas.

Let’s talk about you!

A personable and professional style with a proactive attitude;

Strong verbal and written communication skills;

The drive for efficiency in processes with the use of technology;

Time management skills;

The ability to work independently and as part of a team;

Proficient with Microsoft Office (Word, Excel and Outlook);

A desire to develop knowledge about the financial advice industry.

Partially or fully completed tertiary study &/or experience in financial planning or a related field would be an advantage;

Applicants must be willing to complete further study to enhance their knowledge and understanding of the financial planning industry.

Why choose our firm?

This role offers an attractive remuneration package;

You will have a level of flexibility in working conditions;

You will become part of our fun and caring team;

Clear career development pathway and ongoing training support.

So if this sounds like you, we encourage you to reach out.

Applications should be uploaded via Seek by 5:00pm Friday 29th August.

For further information, please contact Mel Lever on 03 5021 1235 or [email protected].

All applications will be maintained with the strictest confidentiality.

**Please note that Mildura is located in North-West Victoria, approximately six hours from Melbourne**