Stockbroking Dealers Assistant

3 weeks ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time
{"title": "Dealers Assistant - Mandarin Speaking", "subtitle": "Join our team as a Dealers Assistant - Mandarin Speaking and contribute to the success of our clients.", "content": "

We are seeking an experienced Dealers Assistant - Mandarin Speaking to join our team in Sydney or Melbourne. As a Dealers Assistant - Mandarin Speaking, you will be responsible for facilitating all administrative client queries, client on-boarding, and maintenance of client accounts and records. You will also assist with IPO and corporate action allocation management, preparation of client valuations, and asset transfers.

Key responsibilities include:

  • Facilitating all administrative client queries
  • Client on-boarding, including preparation of account documentation and creation of client records
  • Maintenance of client accounts and records, in line with current AML/CTF, KYC Regulations
  • IPO and corporate action allocation management
  • Preparation of client valuations and asset allocations
  • Assisting with client asset transfers, including cash, both domestically and internationally
  • Processing and monitoring stock settlements, including follow-up with clients regarding outstanding funds
  • Prioritizing competing adviser requests in a fast-paced environment
  • Assisting with logistics and planning for client events
  • Providing ad-hoc translation for marketing purposes
  • Establishing and maintaining relationships with internal stakeholders and departments
  • Participating in department cross-training and process development initiatives
  • Proactively notifying clients and FAs of any issues and recommending solutions and timeframes
  • Complying with the ethical standards contained within the Company Code of Conduct
  • Adhering to Company policies and procedures, regulatory and legislative requirements

Key skills and knowledge:

  • High attention to detail
  • Strong literacy and numeracy ability
  • Good knowledge of Microsoft Office Suite
  • Strong organizational skills
  • Management experience
  • 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 prioritize tasks
  • Goal-oriented with demonstrated drive and initiative

Qualifications:

  • Desirable tertiary qualification in Finance, Business, or Economics
  • RG146 qualification - 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 is a 12-month contract role with a competitive salary and superannuation package.

", "requirements": "

Key requirements for this role include:

  • High attention to detail
  • Strong literacy and numeracy ability
  • Good knowledge of Microsoft Office Suite
  • Strong organizational skills
  • Management experience
  • 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 prioritize tasks
  • Goal-oriented with demonstrated drive and initiative

Desirable qualifications include:

  • Tertiary qualification in Finance, Business, or Economics
  • RG146 qualification - 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
", "benefits": "

This role offers a competitive salary and superannuation package, as well as opportunities for professional development and growth within the company.

", "company": "Anton Murray Consulting"}

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