Job Description

DEALERS ASSISTANT – STOCKBROKING

Warrnambool

An exciting and rare opportunity for an administration specialist to join the Morgans team.

About Morgans

Morgans is Australia's largest national full-service stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values that underpin our advice and services, so as to act in the best interests of our clients.

About the Position

We are seeking an Adviser Assistant with experience working at an executive level. Our Adviser Assistant will be working with three advisers and is responsible for delivering specialised, high level administrative support. The position entails regular client interaction and will see you become an integral part of a tight-knit team, keeping your days dynamic, interesting, and rewarding.

We encourage people with experience in administration and a genuine interest in financial services, who wish to take the next step in their career, to apply. Full training will be provided to bridge any gaps in experience in this specialised field.

Key Responsibilities:

• Deliver comprehensive specialised administrative support, including front-of-house services.
• Manage client administration inquiries and assist clients in addressing their needs.
• Assist in the precise execution and settlement of client trades, ensuring accuracy and timeliness.
• Prepare client reports and presentations and maintain client files.
• Play an active role in compliance through accurate documentation of client records according to regulatory and internal policies.
• Liaise with relevant external parties including accountants and share registries.

The position has flexibility in working hours - ideally full time or part time over 5 days - however, hours and salary are negotiable for the successful applicant.

About You

To be considered for this position, you will have proven professionalism in customer relations, excellence in attention to detail and strong computer skills; experience in corporate, finance or similar administrative roles is favourable but not compulsory.

A proven ability to work under pressure to meet deadlines will set you apart from the competition. If
you are positive, confident, and committed to providing high quality client service we would love to hear from you!

Position closing: Wednesday 10 June 2026