Wealth Management

3 weeks ago

Sydney, Australia Anton Murray Consulting Full time

Sydney- Wealth Management- Contract or TemporaryOur 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.

**Key Responsibilities include**:

- 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 Private Client Advisers with completed new account forms after management approval
- Arrange and assist with CHESS and sponsorship, off-market, 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 follow-up on missing documents
- Process and monitor stock settlements, including follow up with clients re outstanding funds
- Participate in department cross-training as required

**Qualification Requirements for this role include**:

- Degree qualified within a banking related discipline
- Prior Equity client services, Desk assistant or Wealth Management operations experience required
- Ideally RG146 qualified
- Ability to work under pressure and to tight time frames within a team
- Goal-oriented with demonstrated drive and initiative

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