Advisor Support Coordinator

Job no: 796460
Work type: Permanent Full time
Location: WA- Perth inner
Categories: Various categories

Apply now

Advisor Support Coordinator

Deliver top-notch administrative and marketing support that drives success! Be the backbone that ensures smooth operations. 

 - We are empowered to make a positive difference in for customers and communities ​ 

 - Everyone is given the opportunity to learn, grow and achieve. ​ 

 - Be supported to grow your career 

In this role, you will..

  • Focus on enhancing client relationships by forging strong connections and deliver exceptional communication that elevates every interaction 

  • Build rapport and create meaningful engagement to deepen trust and drive long-lasting partnerships 

  • Safeguard the business by actively managing risk and ensuring full compliance 

  • Collaborate seamlessly with the operations team to ensure a smooth and efficient workflow 

  • Be the vital link that keeps everything running like clockwork, driving coordination and optimising processes for maximum productivity 

  • Curate and organise the teams schedule, ensuring every detail aligns perfectly with their goals 

What you’ll bring..

  • Economics and/or finance tertiary qualification 

  • Exceptional written and verbal communication skills 

  • Solid foundation and a genuine passion for financial markets 

  • Strong applier of interpersonal and rapport building 

  • Proficient in advanced Microsoft Excel functions 

JBWere is one of Australia's leading wealth managers; we strengthen the financial standing of clients through bespoke wealth and investment strategies.

JBWere are committed to supporting your talent and skills throughout your career, as you help us sustain a culture that affects positive change for both our clients and the broader community.

Position Description

Advertised: W. Australia Standard Time
Application close: W. Australia Standard Time

Apply now

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