Advisor Support / Desk Assistant (Wealth Management)
Advisor Support / Desk Assistant (Wealth Management)
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Job Description
Work with a premium wealth management brand in a fast-paced professional services environment
Clear pathway for career progression into advisory roles
Brisbane-based role supporting a collaborative and dynamic team
Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong lasting customer relationships as we strive to be the most customer centric company in Australia and New Zealand.
In the role of Advisor Support / Desk Assistant you will join the Wealth Management thats doubling down on winning together!
Each day youll go above and beyond to:
Deliver high-level admin support and respond efficiently to client queries
Maintain client accounts and manage compliance documentation
Manage Salesforce updates reporting and event coordination
Assist in preparing financial advice documents and marketing collateral
Contribute to IPO applications portfolio reviews and pitch materials
Were looking for the best and brightest to deliver the best for our customers. Youll need:
Excellent written and verbal communication skills
Strong interpersonal and relationship-building capabilities
Experience in a professional services or client-facing environment
Proficiency in Microsoft Office (Excel Word Outlook PowerPoint)
A general interest in and understanding of financial markets
A diverse and inclusive workplace works better for everyone
We know that our people make us who we are. Thats why we have built a culture of equity and respect where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment where all NAB colleagues unique backgrounds and identities are understood respected and celebrated. We are committed to providing an environment where you can work your way.
For details on the recruitment process and accessibility please visit To discuss adjustment requirements please contact the NAB Careers team via (please reference job number) or visit our Careers page through the link above for other contact options.
Join NAB
If you think this role is the right fit for you we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.
Required Experience:
Unclear Seniority
Employment Type
Advisor
