Research products and policy features related to mutual funds, mortgages, key-man insurance, buy-sell agreements, and business succession to support recommendations.
Prepare presentation decks and sales materials that explain solutions simply and professionally.
Support recruitment activities and administrative tasks that keep the team organised, including documentation for applications and client files.
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Strong communication and relationship-building skills - able to connect with people, understand their needs and explain financial concepts in a simple, relatable way.
Resilience and growth mindset - willing to learn, adapt, handle rejection and keep moving forward.
Leadership potential - interested in developing people, building a team and eventually creating a scalable business.
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Roadshow & Event Support: Participate in roadshow coordination, including handling cash and assisting in cashiering tasks when required. Provide onsite admin support during events to ensure smooth financial transactions and reporting.
Audit & Stocktake Readiness: Help develop and implement internal guidelines for stocktake procedures and audit preparation. Support cross-checking of documents and inventory logs to ensure accuracy.