Associate
6 months ago
Min Experience- 2 yearsYour team
- A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates.
- Working as part of the broader organisation of employees including:
- Support roles including Office Manager, Front of House and Reception, Executive Assistant.
- Operations team.
- Specialists within the Investment, Product and Services team.
Your Role
- On-boarding of clients, account opening and day to day administration and maintenance of client portfolios.
- Provide effective and timely management of settlement obligations including funds and/or securities due, margin calls, asset transfers, cash transfers; corporate action management; facilitation of order execution and quote requests as required; IPO and Placement coordination.
- Liaise with Operations team to coordinate cash and stock transfers, corporate actions, and international trading execution.
- Assist in servicing client accounts by researching routine problems and assisting with queries, identifying errors, listening to the needs of clients and, with approval, initiating corrections.
- Assist in preparing information for Investment Adviser prior to meetings, follow up with adviser post meeting and update where necessary.
- Regular liaison with clients, Advisers, and other internal departments including Operations, Investment Solutions, Financial Planning & Wealth Management and other support staff.
- Proactive client management ensuring that annual reviews, updates of risk profile and expiring documentation are carried out by your team in a timely manner.
- Handle all incoming and outgoing correspondence.
- Maintain client files within Avaloq ensuring any updates are managed with clients and Operations and maintaining manual records as required
- Provide overall telephone assistance to the Investment Advisers, answering incoming calls and taking messages.
- Manage and report on the Investment Adviser’s service delivery, including compliance with the portfolio mandate
- Assist the Investment Advisers with preparation of investment proposals, new pitch documents, review documents as required.
- Assist in coordination of client functions and marketing events in conjunction with the Business Manager and Event Manager.
- Provide team-oriented support to other Associates and the National Associate Manager as required.
- Provide ad hoc coverage for the reception area.
- Assist in housekeeping of the office as required.
Your skills & experience
- A minimum of 2 years' experience in a similar role within Wealth Management sector or a proven aptitude to learn new skills.
- Anti-Money Laundering / Know Your Client experience an advantage
- Fluent in Mandarin, written and oral.
Your role competencies
- Excellent customer service skills.
- Resourceful, self-starter with high work standards and willingness to learn.
- Excellent written and verbal communication skills with an ability to influence.
- Strong Microsoft office skills - including Excel, PowerPoint, Word
- High level of attention to detail and accuracy with a focus on compliance.
- Exceptional organisational and prioritisation skills.
- Able to multi-task effectively in a fast-paced environment.
- Pragmatic and flexible.
Your qualifications
- Degree qualified in Finance or related disciplines desirable.
- RG146 accreditation or equivalent (or willingness to quickly work towards obtaining this qualification).
- Level 1 & Level 2 Derivatives accreditation seen as an advantage
-
Associate
2 months ago
Melbourne, Australia NAB - National Australia Bank Full time**Work type**: Permanent Full time **Region**: VIC- Melbourne CBD **Associate - DSE High Growth Emerging Corporate, Melbourne** - **You’ll join a high-performing business, backing talented individuals**: - **We win in the right way, which is always putting our customers first**: - **Full time opportunity based in Melbourne CBD** **In this role, a...
-
Associate
6 months ago
Melbourne, Australia Aspect Personnel Full timeMinimum of 8 years experience within an Architectural practice - Proven track record of winning new business - $130k-$150k +Super **Job Title: Associate** **Salary : $130k-$150k +Super** **Location: Melbourne** Our client is a dynamic architectural practice looking for a Associate to join them as embark on innovative projects that shape the future of urban...
-
Relationship Associate
6 months ago
Melbourne, Australia Give A Grad A Go Full timeA great graduate salary of $70,000-$75,000, depending on experience - Flexible working options - Education assistance/sponsorship **_Looking for Relationship Associate roles, Account Management Jobs, Customer Success roles in Melbourne?_** **_Interested in working in the retail banking sector or financial services?_** **Company Profile - Financial Services...
-
Associate
6 months ago
Melbourne, Australia LGT Crestone Wealth Management Full timeMin Experience- 2 yearsYour team - A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates. - Working as part of the broader organisation of employees including: - Support roles including Office Manager, Front of House and Reception, Executive Assistant. - Operations team. - Specialists within...
-
Associate
6 months ago
Melbourne, Australia Heidrick & Struggles Full timeDescription : What We Do Executive Search Associates play a critical role in the execution of all facets of the executive recruiting lifecycle, from candidate identification to placement. Working closely with our expert Search Partners & Principals (Consultants), and connecting with team members across all levels of the Search team, Associates...
-
Associate to Associate Justice Hetyey, Supreme
5 months ago
Melbourne, Australia Supreme Court Full timeLocation: Melbourne | CBD Job type: Full time / Ongoing Organisation: Supreme Court **Salary**: $74,580 - $82,571 Occupation: Legal Reference: VG/SC0161C Full-time, Ongoing Associate role at the Supreme Court of Victoria VPS 3.1 **About Us** The Supreme Court of Victoria (the Court) is the highest court in Victoria and comprises the Court of Appeal...
-
Associate
3 months ago
Melbourne, Australia NAB - National Australia Bank Full time**Work type**: Permanent Full time **Region**: VIC- Melbourne CBD As part of NAB’s ambition to be the World’s Best Business Bank and drive better customer outcomes, Business & Private Banking is introducing innovative new ways of working. At NAB Private Wealth, Relationship Associate teams play a critical role in delivering exceptional service to our...
-
Family Law Associate/Senior Associate
1 month ago
Melbourne, Victoria, Australia Empire Group Full timeTransform the Future of Family LawEmpire Group is seeking an experienced Family Law Associate/Senior Associate to join their team. As a key member of the legal team, you will work alongside industry leaders in a supportive and collaborative environment.The RoleThis is an exciting opportunity for an Associate/Senior Associate level Lawyer to work in a...
-
Associations Liaison
6 months ago
Melbourne, Australia Tennis Australia Full timePlay a key role in creating safe, inclusive and thriving tennis communities in Victoria - Join a passionate team and become part of a fun and inclusive culture - Flexible work practices, ensuring a positive work-life balance It’s an exciting time for tennis in Australia and we have ambitious plans to continue to grow the game from grassroots through to...
-
Client Associate
3 months ago
Melbourne, Australia Findex Full time**Are you ready to expand your wealth career as a Client Associate?** Join our Financial Planning team at Findex as a Client Associate in our Melbourne office! The Client Associate is responsible for ensuring that team workflow is managed using relevant Findex systems and is in line with Findex policies and procedures. **What would your typical week look...
-
Associate / Associate Director, Direct Lending
6 months ago
Melbourne, Australia Epsilon Direct Lending Full time**Associate / Associate Director, Direct Lending (Private Credit)** - Melbourne Based_ - Permanent / Full time_ - Salary: Competitive_ Epsilon Direct Lending (Epsilon) is an Australian based and focused private credit asset management firm with offices in Sydney and Melbourne. Epsilon is an active middle market corporate direct lender, providing cash flow...
-
Associate to Associate Justice Goulden
6 months ago
Melbourne, Australia Supreme Court Full timeLocation: Melbourne | CBD Job type: Full time / Ongoing full-time Organisation: Supreme Court **Salary**: $74,580 - $82,571 Occupation: Legal Reference: VG/SC1014 - Associate Judges are supported by Associates who assist in the management and coordination of the Judge's judicial, ceremonial, court management, administrative and legal research...
-
Litigation Associate
2 weeks ago
Melbourne, Australia Sonder Consultants Full timeA **leading national firm **is seeking a **Litigation Associate** to join its well-regarded Government Advisory team in **Melbourne**. This is an exciting opportunity to work with renowned Partners Mark Henry and Angela Barac, focusing on providing merits review for a Commonwealth Government agency within a collaborative and supportive environment. **The...
-
Associate
2 months ago
Melbourne, Australia Right Lane Consulting Pty Ltd Full time**About the role**: The role is an Associate reporting to an Associate Principal/Principal at the firm. The primary focus of your role will be to conduct research and analysis, manage multiple projects concurrently and direct the daily activities of the project team. You will work closely with the other members of the firm on projects that solve our clients'...
-
Associate
2 months ago
Melbourne, Australia Affinda Group Full time**The opportunity** At Vesparum, we help founders of high-growth, tech and tech-enabled Australian companies raise equity capital, with a focus on Series A and growth equity transactions. We are seeking a self-motivated individual with exceptional communication skills to join our Melbourne-based team as an Associate. **Why you will love it here** - **...
-
Associate to Supreme Court Associate Justice
4 weeks ago
Melbourne, Victoria, Australia Court Services Victoria Full timeAbout UsThe Supreme Court of Victoria is the highest court in the state and comprises the Court of Appeal and the Trial Division. We are a key institution in the Victorian justice system, dealing with major criminal and civil matters, as well as appeals against decisions of lower courts.Our MissionWe strive to create a high-performance workplace that is...
-
Warehouse Associate
2 weeks ago
Melbourne, Victoria, Australia Woolworths Group Full timeRole OverviewWe are seeking a dedicated and detail-oriented Warehouse Associate to join our team at Woolworths Group. As a Warehouse Associate, you will play a vital role in ensuring the efficient restocking of our shelves, providing an exceptional customer experience.About the JobThis is a part-time opportunity that requires flexibility to work evenings and...
-
Associate
3 months ago
Melbourne, Australia QIC Full timeAssociate **About the role** We currently have a permanent opportunity for an Associate to join our Infrastructure team based Melbourne. QIC's Infrastructure team manages unlisted infrastructure investments on a global bases across three core sectors; Transport, Energy & Utilities, and Social Infrastructure. The Associate position will be primarily...
-
Family Lawyer
4 weeks ago
Melbourne, Victoria, Australia Empire Group Full timeAbout the RoleThis is an exciting opportunity to work in a well-established Family Law practice as an Associate or Senior Associate. You will be working on a variety of parenting & property matters, managing your own case load, attending Court and brief Counsel, preparing for and attending Mediations, and meeting important deadlines and identifying...
-
Associate/Senior Associate – Insurance
6 months ago
Melbourne, Australia HWL Ebsworth Full timeAssociate/Senior Associate – Insurance 11 June 2024 SYDNEY | FULL TIME Broaden your experience with our rapidly growing Insurance practice groups in Australia with one of the largest National client bases. A true meritocracy model – be promoted by your contribution and not held back by outdated structures. Flexible 3:2 work...