Job Description
About the Role
We're looking for an organised and proactive student to join our team and support our client servicing and administrative operations. This is a great opportunity to gain hands-on experience in the wealth advisory industry while helping clients, managing coordination tasks, and ensuring daily operations run smoothly. If you're looking for a flexible part-time role that fits with your school schedule, this could be the ideal fit for you.
What You'll Be Doing
Client Servicing Support:
- Assist with basic client inquiries and follow-up
- Help prepare documents, reports, and materials for meetings
- Provide a friendly, professional experience for clients during appointments
Administrative Responsibilities:
- Manage appointment scheduling and calendar coordination
- Keep records up-to-date and organise files for easy access
- Support daily operations to ensure everything runs seamlessly
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