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..
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Focus on enhancing client relationships by forging strong connections and deliver exceptional communication that elevates every interaction
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Build rapport and create meaningful engagement to deepen trust and drive long-lasting partnerships
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Safeguard the business by actively managing risk and ensuring dull compliance
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Collaborate seamlessly with the operations team to ensure a smooth and efficient workflow
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Be the vital link that keeps everything running like clockwork, driving coordination and optimising processes for maximum productivity
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Curate and organise the teams schedule, ensuring every detail aligns perfectly with their goals
What you’ll bring..
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Economics and/or finance tertiary qualification
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Exceptional written and verbal communication skills
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Solid foundation and a genuine passion for financial markets
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Strong applier of interpersonal and rapport building
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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.