Financial Markets Dealers Assistant

3 weeks ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time
About the Role

We are seeking an experienced Financial Markets Dealers Assistant to join our team in Sydney or Melbourne. As a key member of our team, you will be responsible for dealing with Financial Advisors and their clients in a high-volume, time-critical environment.

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, 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 The Asia Practice's 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
Requirements
  • 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

This role will be hired on an initial 12-month contract and pay approximately $370 - $400 per day + super depending on experience.

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