Stockbroking Dealers Assistant

3 weeks ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time

Job Summary

We are seeking a highly skilled Dealers Assistant to join our team at Anton Murray Consulting. As a Dealers Assistant, you will play a critical role in supporting our Private Client Advisors in the development, preparation, and implementation of financial advice and investment proposals.

Key Responsibilities

  • Assist advisors in the development, preparation, and implementation of financial advice and investment proposals.
  • Assist advisors with servicing and maintenance of existing client relationships.
  • Provide superior client service that builds strong client relationships by responding quickly and appropriately to client requests.
  • Maintain an up-to-date working knowledge of current relevant legislation and industry standards.
  • Proactively identify opportunities for process improvement within the business.
  • Ensure that stock settlements and the transfer of funds are efficiently undertaken and provide clients with relevant information in this regard.
  • Manage the overall client relationship and communication process, ensuring regular contact and the provision of a professional and personalized service.
  • Provide efficient and broad administration support to the Investment/Financial Advisory team.
  • Initiate the new client process by arranging for the necessary paperwork to be sent to clients and ensuring the appropriate identification documents are gathered.
  • Undertake general mailing duties including opening and distributing incoming mail within Investment/Financial Advisory and facilitating bulk mail-outs.
  • Maintain a filing system in accordance with relevant compliance criteria.
  • Reconcile expense statements and receipts.
  • Assist with the documentation process as required, including managed funds and IPO application forms.
  • Draft correspondence in relation to routine matters.
  • Provide clients and third parties (e.g., accountants or super fund administrators) with reports for investments when required.
  • Cover duties for other Team Assistants when they are on leave.
  • Other ad-hoc administrative responsibilities.

Requirements

  • 3+ years of relevant experience in equity markets, either from operations, Client Services, or similar Desk Assistant/Adviser Assistant/Dealer assistant experience.
  • Degree qualified within a banking-related discipline.
  • RG 146 (ideally – if not will be paid for to study).

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