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Stockbroking and Wealth Management Assistant

2 months ago

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

**Job Title:** Stockbroking and Wealth Management Assistant

**Job Type:** Contract or Temporary

**Location:** Sydney or Melbourne

**About the Company:** Anton Murray Consulting is a leading global wealth management firm seeking an experienced equity markets Dealers Assistant – Mandarin Speaking.

**Job Summary:** We are looking for a highly skilled and motivated individual to join our team as a Stockbroking and Wealth Management Assistant. The successful candidate will be responsible for facilitating all administrative client queries, client on-boarding, and maintenance of client accounts and records.

**Key Responsibilities:

  • Facilitate all administrative client queries, including preparation of account documentation and creation of client records.
  • Client on-boarding, including preparation of account documentation, creation of client record in their systems.
  • Maintenance of client accounts and records, in line with current AML/CTF, KYC Regulations.
  • IPO and corporate action allocation management.
  • Preparation of client valuations, asset allocations, and reporting as required.
  • Assist in client asset transfers, including cash, both domestically and internationally.
  • Process and monitor stock settlements, including follow up with clients regarding outstanding funds.
  • Prioritise competing adviser requests in a fast-paced environment.
  • Assist with logistics and planning for client events.
  • Provide ad hoc translation for marketing purposes.
  • Establish and maintain relationships with other internal stakeholders and departments.
  • Participate in department cross-training as required.
  • Participate in process development initiatives to increase efficiencies.
  • Proactively notify client/s and FA/s of any issues recommending a solution and timeframe.
  • Comply with the ethical standards contained within the Company Code of Conduct.
  • Adhere to Company policies and procedures, regulatory and legislative requirements.

**Key Skills/Knowledge:

  • High attention to detail.
  • Strong literacy and numeracy ability.
  • Good knowledge of Microsoft Office Suite.
  • Strong organisational skills.
  • Management experience.
  • A fundamental knowledge of financial advice process, markets, and industry.
  • Excellent communication skills both verbal and written.
  • Fluent in written and spoken Mandarin.
  • Display a high level of resilience and strong ability to prioritise tasks.
  • Goal-oriented with demonstrated drive and initiative.

**Qualifications:

  • Desirable tertiary qualification in Finance, Business, or Economics.
  • RG146 – if not held already a requirement to study towards.
  • Experience within wealth management, stockbroking, or financial planning.
  • Understanding of Broking Platforms (Domestic and International).
  • Understanding of Portfolio management platforms (e.g. Praemium) will be an added advantage.

**What We Offer:** A competitive salary of approximately $370 – 400 per day + super depending on experience.