You'll be working closely with our clients and Wealth Management team from our Osborne Park office in implementing advice strategies. As the main point of contact for our valued clients, you'll be who they reach out to about portfolio administration and general queries.

You will provide support in delivering exceptional client service to both our valued clients and to our Financial Adviser, and help to prepare review packs and all related documents for client meetings. You'll also be providing general assistance with client enquiries over the phone, and be responsible for regular client communication.