Dealers Assistant
2 weeks ago
Equity Markets Dealers Assistant Role in Brisbane
Wealth Management
A leading global financial institution seeks an experienced equity markets Dealers Assistant to join their Australian wealth management/stockbroking department in Brisbane, servicing high net worth clients. This is a 12-month contract position.
The ideal candidate will have around 2+ years' experience within wealth management, ideally equity markets operations/client services or coming from another dealer/desk/advisor assistant role. Please note that this role requires full and unrestricted working rights. As such, it is not applicable to those on Working Holiday Visas or student visas.
Key Responsibilities:
- Liaise between dealing desk, internal departments, external organisations, service agents, and clients.
- Respond to client inquiries via phone and email.
- Take and place orders.
- Manage bulk trades.
- Prepare information for client meetings, including financial summary reports, portfolio performance, and research.
- Monitor settlements and provide daily reports.
- Assist with settlement queries.
- Support floats/IPOs/placements/corporate actions.
- Post-client meetings, work with advisers to ensure action points are completed.
- Provide post-meeting updates to clients.
- Quote market prices for indices, ordinary shares, and options.
- Manage upcoming corporate actions, floats, IPOs.
- Liaise with advisers regarding corporate actions details, timeline, and participation.
Required Skills and Qualifications:
- 2+ years of equity operations, client services, or (ideally) prior desk/advisor assistant experience within the stockbroking/wealth management industry.
- Tertiary degree – Bachelor's Degree or higher – within a related discipline.
- RG 146 qualification – if not held already, a requirement to study towards.
- AML/KYC experience, as well as strong MS Office skills, an advantage.
- Excellent numeracy and communication skills, both written and spoken, when speaking to HNW clients.
- High attention to detail and organisational skills.
- Ability to work under pressure and to tight timeframes within a team.
- Excellent organisational and time management skills, with a proven ability to multi-task in a fast-paced environment.
Salary: Circa $85,000 + superannuation, dependent on prior experience.
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