Join Us.

Are you looking to kick start your career in Financial Services, but not sure of the direction to take?
Can you communicate effectively & develop strong colleague & client relationships?
If so, we may have just the role you're looking for…

Current Position: Front Desk & Administration Support

We're looking for a driven, client-focused ‘future star’ to support, and learn from our experienced Financial Planners, Investment Managers and Lending Specialists.
Someone who gets satisfaction from knowing they've done all they can to help both our team and clients, whilst progressing their own career in the finance industry.

 We exist to help our clients and the aim is for you to become their ‘go-to person’, developing strong relationships and knowledge along the way. The role is diverse and will expose you to all aspects of the business. There is always the opportunity for growth and as you get to know the firm better, you can choose to focus your career with us in:

• Financial Planning  
• Mortgage Broking or
• Operations/compliance

A snippet of your responsibilities includes: 

• Being the first face of the firm - from answering calls, booking meetings and greeting our clients with a coffee at our funky office (when we are able to do so)
• Ensuring the office is always ‘client ready’
• Ordering stationery and office supplies
• Assisting with the planning and running of team and client events
• Supporting our financial planning and lending teams with preparing application forms, proposals, and client reviews
• Liaising with a variety of financial services providers
• Assisting with the delivery of bulk email communication and reports
• Managing and updating our client database
• General office and ad hoc duties - no two days are the same!

Our ideal new team player is: 

• Interested in pursuing a career in financial services and holds/is working towards a relevant qualification
  
• Polished, with high regard for personal presentation
• An excellent communicator who builds rapport quickly
• Flexible with a proactive attitude
• Efficient under pressure and known for getting the job done
• Super organised with an eye for accuracy
• A great cultural fit – this is very important to us!

This exciting opportunity will enable you to get your hands dirty and progress within our growing, energetic team. So, if ongoing training and mentorship, mixed in with a focus on giving back to the community, health and well-being and social events have piqued your interest and you’d like to learn more, please send your resume, with a cover letter explaining why we must meet you to:
Kerry Keegan-Watson - kwatson@choicecapital.com.au by Monday 1 February 2021. 

If you don't hear from us, it's not meant to be this time and we wish you good luck with your career search.