Financial Markets Support Specialist
1 month ago
Anton Murray Consulting is seeking a highly skilled and experienced Financial Markets Support Specialist to join their team in Melbourne or Sydney.
About the Role:
Wealth management firms require exceptional support specialists to facilitate client queries, onboard new clients, and maintain accurate records. As a key member of our team, you will work closely with Financial Advisors and their clients in high-volume environments.
The ideal candidate will possess strong attention to detail, excellent communication skills, and fluency in both English and Mandarin. You will be responsible for facilitating administrative tasks, preparing account documentation, and ensuring compliance with AML/CTF regulations.
Key Responsibilities:
- Client Onboarding: Prepare account documentation, create client records, and ensure seamless onboarding experiences.
- Administrative Support: Facilitate client queries, respond to emails, and maintain accurate records.
- Asset Management: Manage IPO allocations, corporate actions, and client valuations.
- Logistics and Planning: Assist with event planning and coordination for The Asia Practice's client events.
Requirements:
- Desirable tertiary qualification in Finance, Business, or Economics.
- RG146 qualification (or willingness to study towards).
- Experience within wealth management, stockbroking, or financial planning.
- Strong knowledge of Microsoft Office Suite and Broking Platforms.
What We Offer:
A competitive daily rate of approximately $370-$400 per day, plus superannuation, depending on experience. This 12-month contract position offers an exciting opportunity to develop your skills and expertise in a dynamic and fast-paced environment.
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