Dealers Assistant

3 weeks ago

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

Job Summary

We are seeking a skilled Dealers Assistant to join our team in Sydney. The ideal candidate will have experience in a similar Client Service/Dealers Assistant role and hold a RG146 qualification.

About the Role

This is a 12-month contract role with the purpose of dealing with Chinese clients. The successful candidate will need to be fluent in English & Mandarin and have a high attention to detail. Key responsibilities include:

  • Facilitating all administrative client queries
  • Client on-boarding, including preparation of account documentation, creation of client record in their systems.
  • Arranging and assisting 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
  • Assisting in client asset transfers, including cash, both domestically and internationally
  • Processing and monitoring stock settlements, including follow up with clients regarding outstanding funds.
  • Prioritising competing adviser requests in a fast-paced environment
  • Assisting with logistics and planning for The Asia Practice's client events
  • Providing ad hoc translation for marketing purposes
  • Establishing and maintaining relationships with other internal stakeholders and departments
  • Participating in department cross-training as required
  • Participating in process development initiatives to increase efficiencies
  • Proactively notifying client/s and FA/s of any issues recommending a solution and timeframe
  • Complying with the ethical standards contained within the Company Code of Conduct.
  • Adhering to Company policies and procedures, regulatory and legislative requirements.
  • Understanding US and UK tax forms like W8BEN and CRS (preferable)
  • Understanding Opt In, FDS and Client Consent (ie FOFA) forms (preferable)

About You

We are looking for a highly skilled and experienced Dealers Assistant to join our team in Sydney. The ideal candidate will have a strong attention to detail, good knowledge of Microsoft Office Suite, and strong organisational skills. Key skills/knowledge include:

  • High attention to detail
  • Strong literacy and numeracy ability
  • Good knowledge of Microsoft Office Suite
  • Strong organisational skills
  • Management experience
  • A fundamental knowledge of financial advice process, markets, and industry
  • Excellent communication skills both verbal and written
  • Fluent in written and spoken Mandarin
  • Display a high level of resilience and strong ability to prioritise tasks
  • Goal-oriented with demonstrated drive and initiative

Qualifications

Desirable tertiary qualification in Finance, Business or Economics. RG146 – if not held already a requirement to study towards. Experience within wealth management, stockbroking or financial planning. Understanding of Broking Platforms (Domestic and International). Understanding of Portfolio management platforms (e.g. Praemium) will be an added advantage.

This role will be hired on an initial 12-month contract and pay approximately $370 – 400 per day + plus super depending on experience.

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