Stockbroking Dealers Assistant

1 month ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time
Job Title: Stockbroking Dealers Assistant

We are seeking an experienced Stockbroking Dealers Assistant to join our team in Sydney or Melbourne. The successful candidate will have a strong background in financial markets and a proven ability to work in a high-volume, time-critical environment.

Key Responsibilities:
  • Facilitate all administrative client queries and provide exceptional customer service.
  • Client on-boarding, including preparation of account documentation and creation of client records.
  • Arrange and assist with maintenance of client accounts and records, ensuring compliance with AML/CTF and KYC regulations.
  • Manage IPO and corporate action allocations, prepare client valuations, and assist with asset transfers.
  • Prioritize competing adviser requests and 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 to increase efficiencies.
Requirements:
  • Fluent in written and spoken Mandarin.
  • Strong literacy and numeracy ability, with a fundamental knowledge of financial advice processes, markets, and industry.
  • Excellent communication skills, both verbal and written.
  • High attention to detail and strong organizational skills.
  • RG146 qualification or willingness to study towards.
  • Experience within wealth management, stockbroking, or financial planning.
What We Offer:

A competitive daily rate of $370-$400, plus super, and the opportunity to work with a leading global wealth management firm.

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