Financial Services Associate

7 days ago


Sydney, New South Wales, Australia Anton Murray Consulting Full time
About Our Client

Our client is a leading Australian stockbroker providing a full brokerage service to individual clients investing in domestic and international equities, as well as wealth management services.

Job Description

As a Financial Services Associate, you will assist advisors in developing financial advice and investment proposals. Your responsibilities will include:

  • Providing superior client service by responding quickly and appropriately to client requests;
  • Maintaining an up-to-date working knowledge of current relevant legislation and industry standards;
  • Proactively identifying opportunities for process improvement within the business;
  • Ensuring efficient stock settlements and transfer of funds, and providing clients with relevant information;
  • Managing client relationships and communication, ensuring regular contact and a professional service.

You will also provide administration support to the Investment/Financial Advisory team, including mailing duties, filing system maintenance, expense statement reconciliation, and drafting correspondence.

Requirements

To be successful in this role, you will require:

  • 3+ years' experience in equity markets, preferably in operations or Client Services roles;
  • A degree qualification in a banking-related discipline;
  • RG 146 certification (or willingness to study). 
Estimated Salary: $70,000 - $90,000 per annum

  • Sydney, New South Wales, Australia State Street Full time

    We are seeking a highly motivated and detail-oriented Financial Services Associate to join our team in Sydney. As a key member of our Fund Order Services unit, you will be responsible for building relationships with colleagues across multiple functional groups, assisting senior associates with client research and inquiries, and ensuring adherence to standard...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RoleThe Finance department at Pepper is a vital component of our team, providing a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.As a Financial Services Specialist, you will ensure accurate and timely accounting related to the Pepper Lending Systems. This role will also support...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RolePepper Financial Services Group is seeking a skilled Financial Services Specialist to join their team. This role will be responsible for ensuring accurate and timely accounting related to the Pepper Lending Systems.Key responsibilities include:Reconciliation of daily loans to bank transactions for various Warehouse & Securitisation Trust accounts...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The Finance department at Pepper Financial Services Group plays a crucial role in providing a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.As a Trust Accountant, you will be responsible for ensuring accurate and timely accounting related to the Pepper Lending Systems. This role will...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RoleAt Pepper Financial Services Group, we're seeking a skilled Trust Accountant to join our Finance department. As a key member of our team, you'll play a vital role in ensuring the accuracy and timeliness of accounting related to our Pepper Lending Systems.Key responsibilities include:Reconciling daily loans to bank transactions for various Warehouse &...


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

    Job Title: Financial Services Risk AssociateJob Summary: We are seeking a highly skilled Financial Services Risk Associate to join our team at Anton Murray Consulting. The ideal candidate will have experience in wealth management, private banking, and client onboarding, with a strong understanding of global AML/KYC standards.Key Responsibilities:Support all...


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

    Job Title: Financial Services Risk AssociateOur client, a global tier-one Wealth Management firm, is seeking an experienced Financial Services Risk Associate to join their Sydney Account Management Team on an initial 12-month contract. The ideal candidate will have wealth management / Private banking / client onboarding / KYC experience from a global firm...


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

    Job Summary:We are seeking a highly skilled Financial Services Risk Associate to join our team in Sydney. As a key member of our Account Management Team, you will be responsible for supporting all operational processes for CIP KYC and PEP reviews.Key Responsibilities:Review documentation provided by clients and sales teamsEvaluate regulatory concerns and...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    About the RoleWe are seeking a highly skilled Financial Accountant to join our team at Pepper Financial Services Group.Job DescriptionThe successful candidate will be responsible for ensuring accurate and timely accounting related to the Pepper Lending Systems. This role will also support other accounting activities related to Special Purpose Vehicles,...

  • Financial Accountant

    3 weeks ago


    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RoleAt Pepper Financial Services Group, we're seeking a skilled Financial Accountant to join our team. As a Trust Accountant, you will play a critical role in ensuring the accuracy and timeliness of accounting related to the Pepper Lending Systems.Your responsibilities will include:Reconciliation of daily loans to bank transactions for various Warehouse...


  • Sydney, New South Wales, Australia Financial Crime Operations Full time

    Job Title: Head of Financial Crime InvestigationsJoin our team as a Head of Financial Crime Investigations and lead the way in preventing financial crime and ensuring compliance with regulatory requirements.The Star Entertainment Group is a leading gaming and entertainment company, and we're looking for a highly skilled and experienced professional to lead...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RoleWe are seeking a highly skilled Financial Reporting Specialist to join our team at Pepper Financial Services Group. As a Trust Accountant, you will play a critical role in ensuring the accuracy and timeliness of accounting related to the Pepper Lending Systems.Key responsibilities will include:Reconciliation of daily loans to bank transactions for...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RolePepper Financial Services Group is seeking a skilled Financial Accounting Specialist to join their team. In this role, you will be responsible for ensuring accurate and timely accounting related to the Pepper Lending Systems.Key responsibilities include:Reconciliation of daily loans to bank transactions for various Warehouse & Securitisation Trust...


  • Sydney, New South Wales, Australia Insignia Financial Full time

    Unlock Your Potential as a Financial Planning SpecialistAre you passionate about helping people achieve their financial goals? Do you have a knack for providing exceptional customer service and technical support? We're seeking a skilled Financial Planning Specialist to join our team at Insignia Financial.About the RoleAs a Financial Planning Specialist, you...


  • Sydney, New South Wales, Australia EBR Full time

    About the Role:As a Financial Planning Associate at EBR, you will play a key part in delivering exceptional client service and contributing to the growth of our business. Your primary responsibility will be to manage the day-to-day client relationship, acting as the first point of contact for client enquiries. You will also attend client meetings with Senior...


  • Sydney, New South Wales, Australia NSW Treasury Full time

    About the RoleThis is a unique opportunity to work with NSW Treasury, a leading organization in Australia, as an Associate in the Financial Management and Services Group, Climate Change and Balance Sheet Division.Key ResponsibilitiesAs an Associate, you will provide research, analytical, operational, and governance support in the development, delivery, and...

  • Support Associate

    20 hours ago


    Sydney, New South Wales, Australia Pitcher Partners Full time

    Pitcher Partners Sydney is a leading Professional Chartered Accounting firm in the heart of the CBD, part of a network of independent firms collaborating to drive growth and ambition for clients and team members.We foster a culture that nourishes and empowers every individual. Our purpose is to enable growth and success through meaningful relationships with...


  • Sydney, New South Wales, Australia Perpetual Full time

    About the RoleWe are seeking an experienced Associate to join our dynamic team at Perpetual Private. As an Associate, you will play a key role in supporting our Financial Advisers in delivering exceptional client experiences.Your key responsibilities will include:Attending and actively participating in client meetings to support the provision of a highly...


  • Sydney, New South Wales, Australia 1588 State Street Services Australia Pty Limited Full time

    Role OverviewWe are seeking a highly skilled Senior Associate to join our Asia Pacific Global Delivery team in Sydney. As a Senior Associate in Fund Order Services, you will be responsible for managing day-to-day operations, ensuring timely and accurate processing, and resolving issues with a keen eye on operational risks.Key ResponsibilitiesManage daily...


  • Sydney, New South Wales, Australia Empire Group Full time

    About the RoleThis is an exciting opportunity to join a leading commercial law firm as a Senior Associate in their Financial Services team. The team acts for local and international clients in the financial services industry, including the big 4 banks.Key ResponsibilitiesAdvising on Australia financial services licensingAdvising on financial regulatory...