We’re looking for a motivated, organised person to join our team in Canberra. As an Associate you will assist an Adviser in the day to day running of the team, sit in on client meetings and work as part of a small team within a larger team.
Day to day responsibilities include implementation tasks, preparing advice documents for paraplanning and liaising with clients to assist them with their needs.
You’ll ideally have experience as an Associate, or Client Service Officer.