Wealth Management Support Professional

1 month ago

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

Anton Murray Consulting is seeking a highly skilled and detail-oriented Wealth Management Support Professional to join their team in Sydney.

Estimated Salary: AU$60,000 - AU$80,000 per annum.

About the Role

This role involves providing administrative support to Private Client Advisers and their clients in a fast-paced environment. The successful candidate will have excellent communication skills, be able to work under pressure, and maintain accuracy in their work.

Key Responsibilities
  • Distribute new account documents and required notifications to clients, reviewing new account forms for accuracy and completeness.
  • Assign account numbers and provide Private Client Advisers with completed new account forms after management approval.
  • Arrange and assist with CHESS and sponsorship, off-market, broker to broker, and issuer to CHESS transfers of client documents.
  • Authorise access and respond to client queries regarding website functionality.
  • Coordinate Initial Public Offering allocations and applicable client documentation.
  • Liaise with back office and share registries regarding client and PCA enquiries.
  • Coordinate client seminars, conferences, and presentations.
  • Maintain account files and undertake regular follow-up on missing documents.
  • Process and monitor stock settlements, including follow-up with clients regarding outstanding funds.
  • Participate in department cross-training as required.
Qualification Requirements
  • Degree qualified within a banking-related discipline.
  • Prior Equity client services, Desk assistant, or Wealth Management operations experience required.
  • Ideally RG146 qualified.
  • Ability to work under pressure and to tight time frames within a team.
  • Goal-oriented with demonstrated drive and initiative.

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