- Act as liaison between dealing desk, internal departments, external organisations, service agents, and clients
- Answer all incoming client calls and respond to client email queries
- Taking and placing orders (IRESS)
- Managing bulk trades (IRESS)
- Executing BPOs
- Preparation and collations of all information required prior to client meetings including, Financial Summary reports, portfolio performance, preferred stock recommendations and research etc,
- Monitor and liaise with Advisers on any failed settlements and provide daily reports
- Supervision of self-managed super funds (SMSF); payment of minimum pensions and tax appropriate concessional and non-concessional contributions
- Assisting with settlement queries
- Preparing daily Cash Management Trust (CMT) redemptions and lodgements of term deposits
- Assistance with Floats/IPOs/Placements/Corporate Actions
- Post client meetings, work with Advisers regarding action points, delegation of these action points and ensuring these are all completed.
- Provide advisers with post meeting email to ensure clients are continually updated
- Provide clients' accountants with tax reports and liaise with them regarding reporting queries
- Quoting market prices on indices, ordinary shares and options
- Management of upcoming corporate actions, Floats, IPOs
- Liaising with Advisers regarding details, timeline and participation in Corporate Actions
- Previous customer and client relation experience within a professional environment preferably within the stockbroking / wealth management industry
- Previous experience managing the after-sales service and ongoing relationship including client satisfaction levels and enhancing the service level
- Degree Qualified within a Banking related discipline
- RG 146 (ideally – if not will be paid for to study)
- Excellent communication and influencing skills
- Ability to work under pressure and to tight timeframes within a team
- Goal-oriented with demonstrated drive and initiative.
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Stockbroking - Advisers Assistant - HNW clients- 12-month contract - Sydney, Australia - Anton Murray Consulting
Description
Sydney
Wealth Management
Permanent
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 Adviser Assistants role is the ability to deal confidently with Private Client Advisors and their HNW clients in a high volume, time critical environment.
The ideal candidate will come with 1-3 years' experience in a retail equity trading client services or operations role, and ideally would have completed their RG146.
RESPONSIBILITIES:
Extensive interaction with Advisers and clients including, but not limited to:
QUALIFICATIONS/ EXPERIENCE:
