Financial Markets Dealers Assistant

4 weeks ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time
{"Job Title": "Financial Markets Dealers Assistant - Mandarin Speaking", "Job Summary": "We are seeking an experienced Financial Markets Dealers Assistant to join our team in Sydney or Melbourne. The ideal candidate will have a strong understanding of the financial advice process and be fluent in both English and Mandarin.", "Key Responsibilities": "
  • Facilitate all administrative client queries.
  • Client on-boarding, including preparation of account documentation and creation of client records.
  • Aarrange and assist with maintenance of client accounts and records.
  • IPO and corporate action allocation management.
  • Preparation of client valuations, asset allocations, and reporting as required.
  • Assist in client asset transfers, including cash, both domestically and internationally.
  • Process and monitor stock settlements.
  • Prioritize competing adviser requests in a fast-paced environment.
", "Requirements": "
  • Desirable tertiary qualification in Finance, Business, or Economics.
  • RG146 qualification.
  • Experience within wealth management, stockbroking, or financial planning.
  • Understanding of Broking Platforms (Domestic and International).
", "What We Offer": "This is a 12-month contract role offering a competitive daily rate of $370-$400 + super, depending on experience.", "Contact Information": "For more information, please contact Anton Murray Consulting.", "Job Type": "Contract", "Industry": "Wealth Management"}

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