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Sydney, New South Wales, Australia Anton Murray Consulting Full time{"title": "Dealers Assistant - Mandarin Speaking", "subtitle": "Join our team as a Dealers Assistant - Mandarin Speaking and contribute to the success of our clients.", "content": "We are seeking an experienced Dealers Assistant - Mandarin Speaking to join our team in Sydney or Melbourne. As a Dealers Assistant - Mandarin Speaking, you will be responsible...
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Equity Markets Dealers Assistant
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Stockbroking Dealers Assistant
2 months ago
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.
- 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.
A competitive daily rate of $370-$400, plus super, and the opportunity to work with a leading global wealth management firm.