Job Title

If youve been looking for a way to break into the financial services industry, this is your chance.At TPT Wealth, part of the MyState Group, were offering the opportunity to start your career in a respected, growing business, while gaining all of the requirements for the role with our full support.This isnt just a job, its the first step in what could be a long and rewarding career. Youll be learning from experienced professionals, building relationships with clients and gaining the skills that will set you up for success in the wealth management sector.Why This Role is a Great StartYoull be right at the front line of our client experience, welcoming clients, taking phone calls, assisting with investments, and supporting their financial journey. Along the way, youll gain deep industry knowledge, develop practical skills and work toward the qualifications that open doors in financial services.Who Were Looking ForWe want someone who is:Switched on quick to learn, with a sharp eye for detailKeen to grow ready to develop skills and take on new challengesEngaged and proactive takes ownership, asks questions, and follows throughProfessional and friendly builds trust through excellent client serviceIf youre enthusiastic about learning, ready to commit to your own development, and see this as the start of something bigger, youre exactly who we want to hear from.What Youll DoBe the first point of contact for new and existing clients; at reception, by phone and via emailSupport clients with investment account openings and estate administrationMaintain accurate records and ensure compliance with regulatory requirements (including AML/KYC)Promote TPT Wealth products and services in every interactionSupport the broader client services team with day-to-day operationsWhat Youll BringOffice administration experience (or transferable customer service skills)Strong attention to detail and organisational skillsExcellent written and verbal communicationWillingness and ability to obtain RG146 certification, we will help you with thisExperience in financial services is a plus, but not essentialMandatory Application RequirementsWhen applying, you must:Answer these two questions:Which of the following best describes your customer/client service experience?How do you approach learning something new and putting it into practice?Include a cover letter that clearly explains who you are and why this role is right for you.Applications close 31 August 2025 . For questions, email talent@mystate.com.au.Why Join MyState Group?Were big enough to offer growth, learning, and career opportunities, but small enough that youll always feel part of a team that values you. With ongoing training, wellbeing support, and a purpose-driven culture, youll thrive in a role where your work truly matters to the people we serve.If youre ready to grow your skills and support clients during key life moments, wed love to hear from you.Employment with MyState is subject to a Bankruptcy, Police and Credit check to verify your suitability to work in the finance sector.MyState Limited is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive work environment for everyone that works with us. All applicants will be considered for employment regardless of their race, religion, gender identity, sexual orientation, age, or disability. #J-18808-Ljbffr