About the Company
That Wall St Guy is a prominent financial services firm in Australia, boasting over 20 years of industry experience across the US and UK stock markets.
The company's sustained growth has led to an exciting opportunity:
About the Role
You will be joining a well-established team that provides paraplanning, administration, and client support services. Your primary responsibility will be to engage with existing clients and build strong relationships.
Key Responsibilities
- Provide exceptional client support and service
- Assist in the preparation of financial plans and reports
- Collaborate with the team to achieve business objectives
What We Offer
- Opportunities for career growth and development
- A dynamic and supportive work environment
- The chance to work with a reputable financial services firm