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    Wealth Management - Sydney, Australia - Anton Murray Consulting

    Anton Murray Consulting
    Anton Murray Consulting Sydney, Australia

    1 week ago

    Default job background
    Full time
    Description

    Sydney
    Wealth Management
    Permanent

    Our client is a leading Australian stockbroker that provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments.

    A key function of the Client Services & Dealer Assistant role is the ability to deal confidently with Private Client Advisors and their clients in a high volume, time critical environment.

    Experience in stockbroking or wealth management, client services, desk assistant or equity operations roles would be highly desirable.

    RESPONSIBILITIES:

    • Assist the advisors in the development, preparation and implementation of financial advice and investment proposals in an efficient and accurate manner;

    • Assist the advisors with servicing and maintenance of existing client relationships;

    • Provide superior client service that builds strong client relationships by responding quickly and appropriately to client requests;

    • Maintaining an up to date working knowledge of current relevant legislation and industry standards;

    • Proactively identify opportunities for process improvement within the business;

    • Ensure that stock settlements and the transfer of funds are efficiently undertaken and provide clients with relevant information in this regard;

    • Manage the overall client relationship and communication process, ensuring regular contact and the provision of a professional and personalised service;

    • Providing efficient and broad administration support to the Investment/Financial Advisory team;

    • Initiate the new client process by arranging for the necessary paperwork to be sent to clients and ensuring the appropriate identification documents are gathered;

    • Undertake general mailing duties including opening and distributing incoming mail within Investment/Financial Advisory and facilitating bulk mail-outs;

    • Maintain filing system in accordance with relevant compliance criteria;

    • Reconciliation of Expense statements and receipts;

    • Assisting with the documentation process as required, including managed funds and IPO application forms;

    • Draft correspondence in relation to routine matters;

    • Provide clients and third parties (eg accountants or super fund administrators) with reports for investments when required;

    • Covering duties for other Team Assistants when they are on leave;

    • Other ad-hoc administrative responsibilities.

    EXPERIENCE:


    • 3+ years relevant experience in equity markets, either from operations, Client Services or similar Desk Assistant / Adviser Assistant / Dealer assistant experience will be ideal

    QUALIFICATIONS:

    • Degree Qualified within a Banking related discipline

    • RG 146 (ideally – if not will be paid for to study)

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