Become an integral part of the investment team as a Client-Focused Associate in Victoria. This role supports Investment Advisors while offering high-quality client service and administrative assistance.We are searching for a dedicated Associate to assist our three Investment Advisors. The successful candidate will support various client interactions, prepare financial reports, and monitor trading activities. With at least three years in financial services, you will ensure seamless administrative operations and compliance adherence to meet client needs effectively.Key Responsibilities:Support Advisors with client phone and email inquiriesPrepare and present detailed financial reports and plansExecute transactions on behalf of AdvisorsMonitor portfolio performance and trading activitiesMaintain updated and compliant Client ProfilesRequirements:Minimum 3 years in financial servicesExcellent English communication skillsStrong organizational and multitasking abilitiesKnowledge of compliance regulationsProficient in Microsoft Office and CRM systemsElevate client service through your dedication, financial acumen, and administrative expertise within our Victoria office.

📌 Client-Focused Associate In Victoria
🏢 Richardson Wealth
📍 Victoria