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Financial Services Support Professional

1 month ago


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

Anton Murray Consulting is a leading recruitment agency providing temporary and permanent staff to the financial services sector.

We are seeking an experienced Financial Services Support Professional to join our team in Sydney.

The salary for this role is $60,000 - $80,000 per annum, depending on experience.

About the Role

This is a Permanent opportunity. The ideal candidate will have 3+ years of relevant experience in equity markets, either from operations, Client Services or similar Desk Assistant / Adviser Assistant / Dealer assistant experience.

You will be responsible for assisting the advisors in the development, preparation and implementation of financial advice and investment proposals in an efficient and accurate manner.

You will also be responsible for maintaining an up to date working knowledge of current relevant legislation and industry standards.

Additionally, you will provide superior client service that builds strong client relationships by responding quickly and appropriately to client requests.

  • Assist the advisors with servicing and maintenance of existing client relationships;
  • Provide clients and third parties (eg accountants or super fund administrators) with reports for investments when required;
  • Covering duties for other Team Assistants when they are on leave;

You will work closely with the Investment/Financial Advisory team to provide administrative support and ensure the smooth operation of the business.

About You

To be successful in this role, you will need to have:

  • A degree qualified within a Banking related discipline;
  • RG 146 qualification (ideally);

Please note that this role requires a high level of accuracy and attention to detail, as well as excellent communication and interpersonal skills.

If you are looking for a challenging and rewarding role in a dynamic team, please apply now.