Stockbroking Dealers Assistant

2 weeks ago

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

Company: Anton Murray Consulting

Job Title: Stockbroking Dealers Assistant - Equity Markets Specialist

Location: Sydney

Job Type: Permanent

About the Role:

We are seeking a highly motivated and experienced Stockbroking Dealers Assistant to join our team in Sydney. As a key member of our Wealth Management team, you will be responsible for providing administrative support to our Private Client Advisors and their clients in a high-volume, time-critical environment.

Key Responsibilities:

  • Assist advisors in the development, preparation, and implementation of financial advice and investment proposals in an efficient and accurate manner.
  • Assist advisors with servicing and maintenance of existing client relationships.
  • Provide superior client service that builds strong client relationships 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 (e.g., accountants or super fund administrators) 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.

What We Offer:

As a Stockbroking Dealers Assistant with Anton Murray Consulting, you will have the opportunity to work with a leading Australian stockbroker and wealth management services provider. You will be part of a dynamic team that is committed to delivering exceptional client service and providing a professional and personalized experience.

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