Working as an integral part of our Adelaide Office Team, the primary role is to assist a team of experienced and successful Senior Investment Advisers. Duties include but are not limited to:

• Administration support to advisers and clients.
• Responding to client queries and requests both written and verbal.
• Open and maintain client accounts (equities, international, SMA’s) and ensure all information is accurate and meets minimum regulatory obligations.
• Assist in preparing and sending client reports, portfolio reviews and presentations.
• Prepare Deceased Estates, Change of Trustee and Stock Transfer documentation.
• Assisting with the acceptance and allocation of Corporate Actions, such as Placements and New Issues.
• Liaise with back office and share registries regarding client queries.
• Placing Buy/Sell execution only orders in the market as requested by clients or advisers.
• Ensuring trades are settled, monitoring daily equity debtors.
• Ad hoc duties as requested by Advisers. 
• General Office & housekeeping duties ensuring the smooth running of the Office & team environment.
  
  

The successful candidate will have

• Minimum 2-3 years experience in an administration/PA/support/operations role within financial services.
• Experience in a stockbroking environment is highly desirable.
• RG146 accreditation is desirable.
• Excellent written and verbal communication skills.
• Ability to work under pressure and display resilience.
• Exceptional organisational skills and the ability to work effectively within a small team.
• Professional and positive attitude towards work & ability to build rapport quickly.
• Exceptional attention to detail and analytical skills.
• Strong excel, word, powerpoint and outlook skills.

Interested candidates should submit their CV via email attention to: The Hiring Manager – Adelaide Adviser/Dealers Assistant at [email protected]

Shaw and Partners

Shaw and Partners is a leading wealth manager and corporate advisery business with over $24 billion of clients’ investable assets under advice (April 2021). 

Shaw and Partners is 75% owned by EFG International, a global private banking group listed on the Swiss exchange with $200 billion in assets under management. Our relationship with EFG gives us access to 40+ offices globally in leading investment centres.

Find out more about Shaw and Partners visit www.shawandpartners.com.au