Stockbroking Dealers Assistant

1 month ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time
Job Title: Stockbroking Dealers Assistant

We are seeking an experienced Stockbroking Dealers Assistant to join our team in Sydney or Melbourne. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our financial advisors and clients.

Key Responsibilities:
  • Facilitate all administrative client queries and resolve issues in a timely and professional manner.
  • Client on-boarding, including preparation of account documentation and creation of client records.
  • Arrange and assist with maintenance of client accounts and records, ensuring compliance with AML/CTF and KYC regulations.
  • Manage IPO and corporate action allocations, prepare client valuations, and assist with asset transfers.
  • Prioritize competing adviser requests in a fast-paced environment and provide ad hoc translation for marketing purposes.
  • Establish and maintain relationships with internal stakeholders and departments, and participate in cross-training and process development initiatives.
Requirements:
  • Fluent in written and spoken Mandarin.
  • Strong literacy and numeracy ability, with a fundamental knowledge of financial advice processes, markets, and industry.
  • Excellent communication skills, both verbal and written, with a high level of resilience and ability to prioritize tasks.
  • Desirable tertiary qualification in Finance, Business, or Economics, and RG146 qualification.
  • Experience within wealth management, stockbroking, or financial planning, with a strong understanding of broking platforms and portfolio management platforms.
What We Offer:

A competitive daily rate of $370-$400, plus super, and the opportunity to work with a leading global wealth management firm.

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