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Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Wealth Management ProfessionalOur client, a global tier-one Wealth Management firm, is seeking an experienced KYC Periodic Review Associate to join their Sydney Account Management Team on an initial 12-month contract.Key Responsibilities:Support all operational processes for CIP KYC and PEP reviews, including reviewing documentation provided by...
Wealth Management Professional
2 months ago
Job Title: Wealth Management Professional
Company: Anton Murray Consulting
Location: Sydney
Job Type: Permanent
About the Company: Our client is a leading Australian stockbroker that provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments.
About the Role:
Key Responsibilities:
- Assist financial 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 relevant experience in equity markets, either from operations, Client Services or similar Desk Assistant/Adviser Assistant/Dealer assistant experience will be ideal.
- Degree Qualified within a Banking related discipline.
- RG 146 (ideally – if not will be paid for to study).
