This is a Associate - PWM role with E&P Financial Group based in Melbourne, VIC, AU E&P Financial Group Role Seniority - junior More about the Associate - PWM role at E&P Financial Group Job Description The Company E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape. Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration. We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you. Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business. The Role Joining E&P Financial Group as an Associate in our Private Wealth Management team in Melbourne, you will work in a small team providing support to the Advisers. This is a great opportunity to work and gain a broad depth of experience in your first role in the industry or to leverage existing experience in this area. Your role will have a strong administration focus where you will develop a deep understanding of all aspects of the role which will provide you with a solid foundation to grow your career over time. You will assist the team in delivering high levels of service associated with managing a private wealth client base. A typical day may include: Provide technical and administration support to Advisers. Place buy/sell orders on the market as requested by clients. Manage funds product orders. Provide analysis and ongoing monitoring of investments. Preparation of formal advice documents (i.e. Statements of Advice). Assist with client meetings and respond to client requests. About You Key to your success in the role will be: A relevant Bachelors’ degree (or prior experience in a similar role) A strong interest in and/or prior experience in financial services and financial markets Excellent verbal and written communication skills Strong attention to detail A willingness to learn Your self-driven approach Technologically savviness. Our Benefits We have a range of benefits that we think you’ll like including daily breakfast options, purchased annual leave, and regular wellness initiatives. We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right. We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity. We are dedicated to fostering a diverse workforce and actively invite applications from First Nations People, individuals with disabilities, and people from culturally and linguistically diverse backgrounds. Before we jump into the responsibilities of the role. No matter what you come in knowing, you’ll be learning new things all the time and the E&P Financial Group team will be there to support your growth. Please consider applying even if you don't meet 100% of what’s outlined Key Responsibilities ️ Providing technical and administration support Placing buy/sell orders Preparing formal advice documents Key Strengths Strong attention to detail ️ Excellent verbal and written communication skills Technologically savvy Self-driven approach Interest in financial services Prior experience in financial markets Why E&P Financial Group is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that’s right for them. So when you apply you have the chance to show more than just your resume. A Final Note: This is a role with E&P Financial Group not with Hatch.
