Equity Markets Support Specialist

2 weeks ago

Brisbane, Queensland, Australia Anton Murray Consulting Full time

Anton Murray Consulting is seeking an experienced Equity Markets Support Specialist to join their Australian wealth management/stockbroking department in Brisbane.

The ideal candidate will have around 2+ years' experience within wealth management, ideally equity markets operations/client services or coming from another dealer/desk/advisor assistant role.

About the Role

This is a unique opportunity to join a highly reputable and respected global wealth manager. The successful candidate will act as liaison between dealing desk, internal departments, external organisations, service agents, and clients.

  • Answer all incoming client calls and respond to client email queries.
  • Taking and placing orders.
  • Managing bulk trades.
  • Preparation and collation of all information required prior to client meetings including financial summary reports, portfolio performance, preferred stock recommendations and research, etc.
  • Monitor and liaise with Advisers on any failed settlements and provide daily reports.
  • Assisting with settlement queries.
  • Assistance with floats/IPOs/placements/corporate actions.
  • Post client meetings, work with Advisers regarding action points, delegation of these action points and ensuring these are all completed.
  • Provide advisers with post meeting emails to ensure clients are continually updated.
  • Quoting market prices on indices, ordinary shares and options.
  • Management of upcoming corporate actions, floats, IPOs.
  • Liaising with Advisers regarding details, timeline and participation in corporate actions.

Responsibilities

The ideal candidate will be responsible for providing exceptional support to the team, ensuring seamless communication with clients and internal stakeholders. This role requires strong organisational skills, excellent numeracy and communication skills, both written and spoken, when speaking to high net worth clients.

About You

We are looking for someone with:

  • 2+ years' experience within wealth management, ideally equity markets operations/client services or coming from another dealer/desk/advisor assistant role.
  • Tertiary degree – Bachelor's Degree or higher – within a related discipline.
  • RG 146 qualification – if not held already then a requirement to study towards.
  • AML/KYC experience, as well as strong MS Office skills an advantage.
  • Excellent numeracy and communication skills, both written and spoken, when speaking to HNW clients.
  • High attention to detail and organisational skills.
  • Ability to work under pressure and to tight timeframes within a team.
  • Excellent organisational and time management skills, with a proven ability to multi-task in a fast-paced environment.

Remuneration Package

The remuneration package includes a salary of approximately $80-90k + superannuation benefits.

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