Junior Advice Associate

An above market salary
17 May 2024
17 Jun 2024
Contract type
Full time

AdviceLab is an Australian owned fast-growing back-office solutions provider to the financial planning industry in Australia & New Zealand. Our fuel is team work and we believe that to deliver our purpose efficiently, we are stronger together.

Check out our Instagram & LinkedIn page to find out more about us.

Responsibilities (include but not limited to);

  • Conduct product research within the financial planning universe
  • Manage client review meetings and document preparation
  • Liaising with the Adviser and carrying out system tasks allocated
  • Conduct frequent audits on weekly basis on implementations
  • Ability to understand and meet stakeholder expectations

Must Have

  • Minimum 06 months' experience in BPO industry/ Banking operations
  • Full or Part Qualification related to Finance (ACCA or equivalent) or Administration 
  • Excellent English reading, writing & speaking skills
  • Strong communication and interpersonal skills
  • Time management skills
  • Able to multi-task
  • Strong work ethic

What's on offer to the right candidate;

  • An above market salary
  • Staff transport Allowance
  • ACCA Approved Employer
  • An opportunity to join a fast-growing organisation that works with global clients
  • An opportunity to take on extra responsibility and a step up in your career
  • An amazing workplace culture built on employee driven initiative