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Graduate Dealer Support

3 months ago

Sydney, New South Wales, Australia Succession Recruitment Pty Ltd Full time
Sydney

  • CBD Location
  • Supportive workplace culture

What is in it for me?

  • The company that you'll be joining focuses on providing consumers with simple and seamless currency exchanges on a global scale. They have a large and diverse team with over 2,000 employees and more than 30,000 customers ranging from small business owners to enterprise treasurers to educational institutions to financial institutions to law firms and NGOs.
  • Being part of a global ream allows you to pick the minds of talent across the world and to diversify your knowledge of the FinTech and Payments industry.
  • This role will suit you if you love to work within a supportive workplace culture with a focus on growth and diversity. The company offer unparalleled training and development opportunities to allow you to learn new skills and build the career you dream of.

What is the role?

6 month temp contract
You will provide support for the Dealing team to maximize their time to focus on customer contact.

This includes:

  • Calling clients to confirm new beneficiary set ups to verify the authenticity of the request and prevent fraud.
  • Calling clients to confirm Incoming Credits and booking the trades.
  • Action team case queues in SFDC to process client refunds, repo/reissues and client margin changes.
  • Monitoring of the team calendar and process diarised trade requests.
  • Booking of university trades and reviewing of incoming credits in GPFS.
  • Booking of Incoming Credits and Cheques
  • Processing of Market Orders and communicating with Treasury Team in certain Regions
  • Transcript client incoming payment instructions into Excel
  • Manage client payin slip and store into shared folder
  • Drawndown of client Lockin deals
  • Processing of 90 day Holding balance refunds to those clients who go over this time frame

What skills do I need for the role?
***You are a Finance Graduate with strong knowledge of Financial Services, excellent communication skills, problem-solving skills, and attention to detail. You are passionate about your work and have experience working in a busy, fast paced, and dynamic environment.

You also have:

  • Ability to work effectively and harmoniously within a team
  • Resilience & Adaptability
  • Ability to prepare correspondence to a high standard and a high level and understanding of privacy and confidentiality
  • Excellent communication and interpersonal skills
  • Ability to work collaboratively
  • Stakeholder management & influencing skills
***
How do I apply?
***If you have the skills and experience as detailed above, and this sounds like the role for you, please upload your resume NOW Any questions, please contact Holly Charters at Succession Recruitment on