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- Prior Equity client services, Desk assistant or Wealth Management operations experience required
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Wealth Management - Sydney, Australia - Anton Murray Consulting
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:
Qualification Requirements for this role include: