Financial Services Assistant

4 days ago

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

Job Summary

We are seeking a highly skilled and experienced Financial Services Assistant to join our team at Anton Murray Consulting. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support to our high net worth clients.

Key Responsibilities

  • Act as liaison between dealing desk, internal departments, external organisations, service agents, and clients
  • Answer all incoming client calls and respond to client email queries
  • Taking and placing orders (IRESS)
  • Managing bulk trades (IRESS)
  • Executing BPOs
  • Preparation and collations of all information required prior to client meetings including, Financial Summary reports, portfolio performance, preferred stock recommendations and research etc,
  • Monitor and liaise with Advisers on any failed settlements and provide daily reports
  • Supervision of self-managed super funds (SMSF); payment of minimum pensions and tax appropriate concessional and non-concessional contributions
  • Assisting with settlement queries
  • Preparing daily Cash Management Trust (CMT) redemptions and lodgements of term deposits
  • Assistance with Floats/IPOs/Placements/Corporate Actions
  • Post client meetings, work with Advisers regarding action points, delegation of these action points and ensuring these are all completed.
  • Provide advisers with post meeting email to ensure clients are continually updated
  • Provide clients' accountants with tax reports and liaise with them regarding reporting queries
  • Quoting market prices on indices, ordinary shares and options
  • Management of upcoming corporate actions, Floats, IPOs
  • Liaising with Advisers regarding details, timeline and participation in Corporate Actions

Requirements

  • Previous customer and client relation experience within a professional environment preferably within the stockbroking / wealth management industry
  • Previous experience managing the after-sales service and ongoing relationship including client satisfaction levels and enhancing the service level
  • Degree Qualified within a Banking related discipline
  • RG 146 (ideally – if not will be paid for to study)
  • Excellent communication and influencing skills
  • Ability to work under pressure and to tight timeframes within a team
  • Goal-oriented with demonstrated drive and initiative.

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