Prime Financial Group

Prime Financial Group is an integrated Accounting, Wealth Management and Capital advisory firm for Business Owners and Family Groups.

Prime's philosophy, much like many of our clients, is to aspire to create something special, to innovate, to grow and go beyond the ordinary.

Founded in 1998, Prime is an ASX listed company with over $1billion client Funds Under Management.

Prime Financial Group South Yarra VIC, Australia
Full time
The Role Working within a team of 6 Client Service Representatives in Wealth Management, the focus of this role is to: provide exceptional client service to our clients, Advisers and our Accounting Partners; implement advice and client requests; liaise with Platform Providers, Fund Managers, brokers, share registries; and utilise Xplan to manage client files and workflow. What makes Prime/this role great? Supportive team environment Corporate casual dress code Interesting and varied tasks Progressive, forward thinking and passionate about what we do. The Candidate You possess the ability to pick up new systems quickly and are proficient in MS Office products.  Excellent organizational and communication skills and the ability to prioritise and multitask are essential. If you are a passionate and enthusiastic individual please apply, providing evidence of your ability to meet the above requirements in your covering letter.