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    Wealth Management - Sydney, Australia - Anton Murray Consulting

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    Full time
    Description

    Sydney
    Wealth Management
    Contract or Temporary

    Our client is a Tier 1 Private Wealth Manager seeking a Desk Assistant to join their team for an initial 12-month contract.

    Our client 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 Wealth Management Desk Assistant role is the ability to deal confidently with Private Client Advisors and their clients in a high volume, time critical environment.

    The ideal candidate will come from another stockbroking / adviser support role or Wealth Management client services or operations background and ideally have completed their RG146.

    Key Responsibilities include:

    • Distribute new account documents and required notifications to clients and review new account forms for accuracy and completeness, including input of client banking details
    • Assign account numbers and provide Private Client Advisers with completed new account forms after management approval
    • Arrange and assist with CHESS and sponsorship, off-market, broker to broker and issuer to CHESS transfer of client documents
    • Authorise access and respond to client queries re website
    • Coordinate Initial Public Offering allocations and applicable client documentation
    • Liaise with back office and share registries regarding client and PCA enquiries
    • Coordinate client seminars, conferences and presentations
    • Maintain account files and undertake regular follow-up on missing documents
    • Process and monitor stock settlements, including follow up with clients re outstanding funds
    • Participate in department cross-training as required

    Qualification Requirements for this role include:

    • Degree qualified within a banking related discipline
    • Prior Equity client services, Desk assistant or Wealth Management operations experience required
    • Ideally RG146 qualified
    • Ability to work under pressure and to tight time frames within a team
    • Goal-oriented with demonstrated drive and initiative

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