Financial Markets Support Specialist
1 week ago
Brisbane-based wealth management firm is seeking a skilled Dealers Assistant to join their team for an initial 12-month contract. The ideal candidate will have experience in equity markets operations, client services or desk/advisor assistant roles.
Key Responsibilities- Act as liaison between dealing desk, internal departments, external organisations and clients.
- Answer all incoming client calls and respond to client email queries.
- Taking and placing orders, managing bulk trades, and preparing information prior to client meetings.
- Monitor and liaise with Advisers on failed settlements, provide daily reports, and assist with settlement queries.
- Assist with floats, IPOs, placements, and corporate actions, post client meetings, work with Advisers regarding action points and ensure completion.
- Quoting market prices on indices, ordinary shares, and options, and managing upcoming corporate actions, floats, and IPOs.
Desired Qualifications and Experience:
- 2+ years' experience in equity operations, client services, or (ideally) prior desk/advisor assistant experience within the stockbroking/wealth management industry.
- Tertiary degree – Bachelor's Degree or higher – within a related discipline.
- RG 146 qualification – if not held already then a requirement to study towards.
- AML/KYC experience, as well as strong MS Office skills an advantage.
- Excellent numeracy and communication skills, both written and spoken, when speaking to HNW clients.
- High attention to detail and organisational skills, ability to work under pressure and to tight timeframes within a team.
This role offers a great opportunity to join a highly reputable global wealth manager, with remuneration circa $85k + super, dependent on prior experience.
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