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Stockbroking Dealers Assistant
2 months ago
Company: Anton Murray Consulting
Job Title: Stockbroking Dealers Assistant - Equity Markets Specialist
Location: Sydney
Job Type: Permanent
About the Company:
Our client is a leading Australian financial services company that provides a full range of brokerage services to individual clients investing in domestic and international equities, as well as wealth management services including financial planning, margin lending, and managed funds investments.
About the Role:
We are seeking an experienced Stockbroking Dealers Assistant to join our team in Sydney. The successful candidate will be responsible for assisting our advisors in the development, preparation, and implementation of financial advice and investment proposals in an efficient and accurate manner.
Key Responsibilities:
- Assist advisors in the development, preparation, and implementation of financial advice and investment proposals.
- Assist advisors with servicing and maintenance of existing client relationships.
- Provide superior client service by responding quickly and appropriately to client requests.
- Maintain an up-to-date working knowledge of current relevant legislation and industry standards.
- Proactively identify opportunities for process improvement within the business.
- Ensure that stock settlements and the transfer of funds are efficiently undertaken and provide clients with relevant information in this regard.
- Manage the overall client relationship and communication process, ensuring regular contact and the provision of a professional and personalized service.
- Provide efficient and broad administration support to the Investment/Financial Advisory team.
- Initiate the new client process by arranging for the necessary paperwork to be sent to clients and ensuring the appropriate identification documents are gathered.
- Undertake general mailing duties, including opening and distributing incoming mail within Investment/Financial Advisory and facilitating bulk mail-outs.
- Maintain a filing system in accordance with relevant compliance criteria.
- Reconcile expense statements and receipts.
- Assist with the documentation process as required, including managed funds and IPO application forms.
- Draft correspondence in relation to routine matters.
- Provide clients and third parties with reports for investments when required.
- Cover duties for other Team Assistants when they are on leave.
- Other ad-hoc administrative responsibilities.
Requirements:
- 3+ years of relevant experience in equity markets, either from operations, Client Services, or similar Desk Assistant/Adviser Assistant/Dealer assistant experience.
- Degree-qualified within a banking-related discipline.
- RG 146 (ideally) - if not, willing to study.
Language: English (en-US)
