Stockbroking Dealers Assistant

4 weeks ago

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

We are seeking a highly skilled and experienced Stockbroking Dealers Assistant to join our team at Anton Murray Consulting. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and support to our Private Client Advisors.

Key Responsibilities:
  • Assist advisors in the development, preparation, and implementation of financial advice and investment proposals.
  • Provide superior client service 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 efficient stock settlements and transfer of funds.
  • Manage client relationships and communication processes.
  • Provide administration support to the Investment/Financial Advisory team.
  • Initiate new client processes and maintain filing systems.
  • Reconcile expense statements and receipts.
  • Assist with documentation processes and draft correspondence.
Requirements:
  • 3+ years of relevant experience in equity markets, operations, or client services.
  • Degree-qualified in a banking-related discipline.
  • RG 146 certification (ideally).

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and experienced professional looking for a new challenge, please submit your application.

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