Financial Markets Dealers Assistant

2 weeks ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time

We are seeking an experienced Financial Markets Dealers Assistant – Mandarin Speaking to join our team at Anton Murray Consulting. This is a 12-month contract role with the purpose of specifically dealing with Chinese clients.

The successful candidate will be fluent in English & Mandarin and have high attention to detail, strong literacy and numeracy ability, good knowledge of Microsoft Office Suite, strong organisational skills, management experience, fundamental knowledge of financial advice process, markets, and industry, excellent communication skills both verbal and written, display a high level of resilience and strong ability to prioritise tasks.

Key responsibilities include:

  • Facilitation of all administrative client queries
  • Client on-boarding, including preparation of account documentation, creation of client record in their systems
  • Arrange and assist with maintenance of client account and records, in line with current AML/CTF, KYC Regulations
  • IPO and corporate action allocation management
  • Preparation of client valuations, asset allocations and reporting as required
  • Assist in client asset transfers, including cash, both domestically and internationally
  • Process and monitor stock settlements, including follow up with clients regarding outstanding funds
  • Prioritise competing adviser requests in a fast-paced environment
  • Assist with logistics and planning for The Asia Practice's client events
  • Provide ad hoc translation for marketing purposes
  • Establish and maintain relationships with other internal stakeholders and departments
  • Participate in department cross-training as required
  • Participate in process development initiatives to increase efficiencies
  • Proactively notify client/s and FA/s of any issues recommending a solution and timeframe
  • Comply with the ethical standards contained within the Company Code of Conduct
  • Adhere to Company policies and procedures, regulatory and legislative requirements

Key Skills/Knowledge:

  • High attention to detail
  • Strong literacy and numeracy ability
  • Good knowledge of Microsoft Office Suite
  • Strong organisational skills
  • Management experience
  • A fundamental knowledge of financial advice process, markets, and industry
  • Excellent communication skills both verbal and written
  • Fluent in written and spoken Mandarin
  • Display a high level of resilience and strong ability to prioritise tasks

This role offers a salary of approximately $82,000 - $90,000 per year, based on a daily rate of $370-$400 plus superannuation.

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