Private Wealth

1 week ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time

Sydney- Investment Banking- PermanentOur 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 Desk Assistants role is the ability to deal confidently with Private Client Advisors and their clients in a high volume, time critical environment.


RESPONSIBILITIES:

  • 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 PCAs with completed new account forms after management approval.
  • Arrange and assist with CHESS and sponsorship, offmarket, 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 followup on missing documents.
  • Process and monitor stock settlements, including follow up with clients re outstanding funds.
  • Participate in department crosstraining as required.

QUALIFICATIONS:

  • Degree Qualified within a Banking related discipline
  • RG 146 (ideally if not will be paid for to study)
  • Ideally ADA 1 & 2

PERSONAL ATTRIBUTES:

  • Excellent communication and influencing skills.
  • Ability to work under pressure and to tight timeframes within a team.
  • Goaloriented with demonstrated drive and initiative.

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