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    Wealth Management - Melbourne, Australia - Anton Murray Consulting

    Anton Murray Consulting
    Anton Murray Consulting Melbourne, Australia

    5 days ago

    Default job background
    Full time
    Description

    Melbourne
    Wealth Management
    Contract or Temporary

    Our client is a global tier-one Wealth Management firm seeking an Asset Transfer Support Analyst to join their Melbourne Operations Team on an initial 6-month contract.

    Position Summary:

    This position sits within the Australian Operations Team, and has a diverse set of responsibilities, including correctly settling and recording numerus transactions per day, identifying, and mitigating all operational risks, and developing strong client relationships.

    Key Responsibilities:

    This purpose of this role is to provide support in the client asset transfer process within the Australian Operations Team.

    • Focus on asset transfer (mainly listed equity and Managed funds)
    • Be the key liaison point in between our advisors, Overseas Operations, and the local counterparties.
    • To facilitate all the necessary transfer forms are signed as per respective counterparty requirements.
    • Ensure all cost base data is correctly for transfer.

    Required Qualifications/Skills/Knowledge:

    • Bachelor's degree in Accounting/ Finance/ Banking required or equivalent education or experience.
    • 1-3 years prior financial services operations experience, ideally equity market related or Wealth Management
    • Very high attention to detail
    • Strong communication skills via phone and email
    • Basic MS office knowledge, specifically Excel
    • Previous experience with asset transfers such as managed funds/stock/cash would be highly desirable.
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