Stockbroking Dealers Assistant

1 month ago

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

We are seeking a highly skilled and experienced Stockbroking Dealers Assistant to join our team at Anton Murray Consulting. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and supporting our advisors in the development and implementation of financial advice and investment proposals.

Key Responsibilities:
  • Assist advisors in the preparation and implementation of financial advice and investment proposals
  • Provide superior client service and maintain strong client relationships
  • Proactively identify opportunities for process improvement within the business
  • Manage stock settlements and transfer of funds efficiently
  • Initiate new client processes and maintain filing systems
  • Reconcile expense statements and receipts
  • Assist with documentation processes and draft correspondence
  • Cover duties for other team assistants when needed
Requirements:
  • 3+ years of relevant experience in equity markets or similar roles
  • Degree qualification in a banking-related discipline
  • RG 146 certification (or willingness to study)
About Us:

At Anton Murray Consulting, we are committed to delivering exceptional service and support to our clients. We are a leading Australian stockbroker providing a full brokerage service to individual clients and wealth management services. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

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