Stockbroking Dealers Assistant

2 weeks ago


Melbourne, Victoria, Australia Anton Murray Consulting Full time

Job Summary

We are seeking an experienced Dealer Assistant to join our team in Melbourne. The successful candidate will have a strong background in wealth management and stockbroking, with excellent communication skills and fluency in Mandarin.

Key Responsibilities

  • Facilitate all administrative client queries
  • Client on-boarding, including preparation of account documentation and creation of client records
  • Arrange and assist with maintenance of client accounts and records, in line with current AML/CTF and 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 internal stakeholders and departments
  • Participate in department cross-training and process development initiatives

Requirements

  • Desirable tertiary qualification in Finance, Business, or Economics
  • RG146 qualification or willingness to study towards
  • Experience within wealth management, stockbroking, or financial planning
  • Understanding of Broking Platforms and Portfolio management platforms

What We Offer

This is a 12-month contract role with a highly competitive rate depending on experience.



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