Dealing Officer- Wealth

2 weeks ago

Melbourne, Australia Mutual Trust Full time

Excellent career development opportunities
- Recently created role
- Office and remote working environment*

**About Us**:
Mutual Trust is a multi-family office providing integrated wealth services to Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.

**The Opportunity**:
We have a new opportunity for
**a Dealing Officer t**o join the Wealth team within Investment Solutions. Our team is small, highly dynamic, intelligent and will provide you with a wealth of experience to learn and further develop.

**Key Purpose**:
The purpose of this position is to support the daily trade dealing, administration and reporting processes and supporting individual security and market data information provision for the Wealth Team to enable them to meet business objectives and client expectation through efficient, effective and risk managed service delivery.

**Key Responsibilities**:
As an operational delegate for the Wealth Team within Investment Solutions, this role will focus on
- International, Domestic Equity and Managed Funds trade execution, cash flow and term deposit management of the Mutual Trust Cash Fund,
- Post trade reporting, broker/brokerage management, performance, daily reporting, daily static data, and communications
- As well as providing support to senior members of the team for reporting and implementation of new investment transactions.

**About you, your qualifications and experience**:

- Degree in finance related discipline or relevant business experience,
- 1 - 2 years’ experience in the financial services industry,
- Understanding of domestic and global market trade/execution conventions for all investment types,
- Understanding of wealth management/financial planning concepts & compliance/legislative framework,
- Motivation to continuously improve processes and systems to effectively manage risk and compliance framework,
- Accuracy and attention to detail is a non-negotiable,
- Takes pride in doing a job well, with excellent written, oral and presentation skills
- Willingness to perform key tasks outside of regular working hours if required

**Culture & Benefits**:

- Supportive flexible work arrangements and the opportunity to purchase additional leave
- Professional training and development for staff of all levels
- Yearly health and well-being allowance and activities for our staff
- Work with industry experts in highly specialised roles
- Employee assistance program offering free counselling and support for you and your family
- Annual performance payment based on the business and your performance
- Paid community / volunteer days and charity involvement
- Reward and Recognition program

**How to Apply**:

- A cover letter introducing yourself and why you would like to work at Mutual Trust?
- Detailed resume.

Wealth

  • Customer Service Officer

    6 days ago

    Melbourne, Australia Empower Wealth Full time

    **What we do**: Here at Empower Wealth, we are a team of qualified, experienced advisors who specialise in our areas to provide tailored, independent property investment advice. With fully integrated buyers agents, mortgage brokers, financial planners, tax accountants and property wealth planners, we make sure we meet our clients’ needs by providing the...

  • Private Wealth

    5 days ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- PermanentThis position works in support of one of our client's small Ultra High Net Worth relationship management private wealth teams. These Relationship Managers liaise with very wealthy clients, to provide them with a range of multi-asset-class products and offer a broad private wealth and private banking service.The role is...

  • Private Wealth Desk Assistant

    2 months ago

    Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- 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 Assistant’s role is the ability to deal confidently with...

  • Wealth Management

    5 days ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- Contract or TemporaryOur client is a well-renowned global wealth management firm with a sizeable presence in Melbourne.They are seeking a sharp, well-spoken recent graduates ideally with a minimum of one year's experience within financial services operations or client services, to join their operations division on an initial...

  • Private Wealth

    2 months ago

    Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- PermanentThis position works in support of one of our client’s small Ultra High Net Worth relationship management private wealth teams. These Relationship Managers liaise with very wealthy clients, to provide them with a range of multi-asset-class products and offer a broad private wealth and private banking service. The role...

  • Wealth Manager

    2 weeks ago

    Melbourne, Australia BMYG Financial Group Full time

    **About us**: BMYG Financial Group was founded in 2010. The business offers a full suite of services, specializing in asset management, wealth management, wholesale trustee and end-to-end media financial information platforms. With over a decade of experience, BMYG Financial Group has been identifying Australia’s core asset classes and seizes primary...

  • Wealth Management

    5 days ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- Contract or TemporaryOur client is a well renowned global wealth management firm with a sizeable presence in Melbourne.Ideally seeking 2-3 years' experience in financial services Operations - equity or treasury markets The team is responsible for equity trade bookings/settlement, Options back end processing and Treasury (cash...

  • Customer Service Representative

    6 days ago

    Melbourne, Australia Summit Wealth Services Full time

    **Are you in search of the PERFECT part-time role?** Good News! An exciting opportunity exists within our Call Centre Team in our brand-new **St. Kilda Office **as an **Outbound Customer Service Provider.** **Who Are We?** Summit Wealth Services helps Australians save money and create wealth. We are an award-winning mortgage broker and wealth creation...

  • Cyber Security

    5 days ago

    Melbourne, Victoria, Australia Empower Wealth Full time

    Cyber Security / Security Operations Analyst Integrated Pathways Pty Ltd T/A Empower Wealth Security (Information & Communication Technology) Are you passionate about safeguarding sensitive information and ensuring the integrity of organisational data? Empower Wealth is seeking a dynamic individual to join our team as an Security Operations Analyst. About...

  • Customer Service Representative

    5 days ago

    Melbourne, Victoria, Australia Summit Wealth Services Full time

    Are you in search of the PERFECT part-time role?Good News An exciting opportunity exists within our Call Centre Team in our brand-new St. Kilda Office as an Outbound Customer Service Provider.Who Are We?Summit Wealth Services helps Australians save money and create wealth. We are an award-winning mortgage broker and wealth creation specialist. We are...

  • Wealth Management Operations Analyst

    2 months ago

    Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- Contract or TemporaryOur client is a leading global wealth management firm seeking an Operations Analyst to join their Melbourne team on a 12-month contract. The role is with the Risk and control team within Wealth Management Operations who are primarily responsible overseeing and providing governance for operational and...

  • Head of Customer Office

    5 days ago

    Melbourne, Australia Iress Limited Full time

    See yourself being part of a large, transformational change? This could be the role for you! At Iress, we make things happen We believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. More than 10,000 businesses and 500,000...

  • Wealth Management Operations Analyst

    5 days ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- Contract or TemporaryOur client is a leading global wealth management firm seeking an Operations Analyst to join their Melbourne team on a 12-month contract.The role is with the Risk and control team within Wealth Management Operations who are primarily responsible overseeing and providing governance for operational and business...

  • Business Development Manager, Wealth

    5 days ago

    Melbourne, Victoria, Australia Dimensional Fund Advisors Full time

    Job Description: The Wealth Team, Global Client Group Global Client Group (GCG) is Dimensional's distribution arm, comprised of sales channels that target a diverse client set. GCG is responsible for the business development and relationship management of global clients. The Wealth Channel sits within GCG and includes an Enterprise team responsible...

  • Distribution Manager

    2 months ago

    Melbourne, Australia BT Financial Group Full time

    **Join BT’s Platforms and Investments Distribution team**: - **Collins Street, Melbourne location**: - **Full time permanent opportunity with Established career path and progression opportunities** **How will I Help?** BT is the wealth management arm of the Westpac Group. BT designs, manufactures and administers financial products that enable customers...

  • Distribution Manager

    3 weeks ago

    Melbourne, Australia BT Financial Group Full time

    **Join BT’s Platforms and Investments Distribution team**: - **Collins Street, Melbourne location**: - **Full time permanent opportunity with Established career path and progression opportunities** **How will I Help?** BT is the wealth management arm of the Westpac Group. BT designs, manufactures and administers financial products that enable customers...

  • Wealth Management

    2 months ago

    Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- Contract or TemporaryOur client is a well-renowned global wealth management firm with a sizeable presence in Melbourne. They are seeking a sharp, well-spoken recent graduates ideally with a minimum of one year’s experience within financial services operations or client services, to join their operations division on an initial...

  • Deal Desk Manager

    2 months ago

    Melbourne, Australia Udemy Full time

    **About us**: At Udemy, we're on a mission to improve lives through the power of learning. We're a leading global learning company and one of the world's largest education platforms, with more than 57 million learners. Our goal is to provide flexible, effective skill development to empower organizations and individuals. Talented people are everywhere, and...

  • Associate Director

    2 months ago

    Melbourne, Australia KPMG Australia Full time

    **Job Description**: Our Deal Management Office service partners with our clients to design end-to-end deal lifecycle architecture and manage deals from conception to completion, achieving client strategic and commercial aspirations. Our team engages at various phases throughout the deal lifecycle and provides strategic and program oversight across key...

  • Associate Director

    2 months ago

    Melbourne, Australia KPMG Full time

    Our Deal Management Office service partners with our clients to design end-to-end deal lifecycle architecture and manage deals from conception to completion, achieving client strategic and commercial aspirations. Our team engages at various phases throughout the deal lifecycle and provides strategic and program oversight across key activities in each phase...