Financial Markets Dealers Assistant

3 weeks ago

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

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

Your primary function will be to provide administrative support, facilitate client onboarding, and maintain accurate records. You will also be required to prioritize tasks efficiently and work well under pressure.

Key Responsibilities
  • Facilitate all administrative client queries
  • Client on-boarding, including preparation of account documentation, creation of client record in our systems
  • Aarrange and assist with maintenance of client account 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 our 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
Requirements
  • Fluent written and spoken Mandarin
  • High attention to detail
  • Strong literacy and numeracy ability
  • Good knowledge of Microsoft Office Suite
  • Strong organisational skills
  • A fundamental knowledge of financial advice process, markets, and industry
  • Excellent communication skills both verbal and written
  • Goal-oriented with demonstrated drive and initiative
About You

To be successful in this role, you will have prior experience in a similar Client Service/Dealers Assistant role and RG146 qualification. Ideally, you will have a tertiary qualification in Finance, Business, or Economics. Experience within wealth management, stockbroking, or financial planning is highly regarded.

This is a 12-month contract role, paying approximately $43,200 - $48,000 per month + super depending on experience.

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