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Associate Advisor / Dealers Assistant
DA to Advisory Role
Busy Desk
Fast Track Career
This new role is a great chance to move into advisory positions, it involves giving general investment advice to medium to small clients and to provide the administration services expected of a Dealers Assistant (DA) role. CBD based leading global broker that provide a full suite of wealth management and Stock Broking service
The role in will place you at the centre of the Melbourne Stockbroking world. As a Associate Advisor / Dealers Assistant (DA) your primary responsibilities will be working closely with 3 other senior investment advisors / brokers and their clients in order to process trades and requests. The DA will analyse and monitor Stock Settlements, which includes following up with clients regarding outstanding orders.
This Advisor / DA role will give you the chance to develop your career towards a senior advisory role and master your professional development. Working in a dynamic professional environment it will be rewarding and challenging and will give you exposure to the elite clients and products.
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