Financial Services Specialist

4 weeks ago


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

We are seeking a skilled Financial Services Specialist to join our team at Anton Murray Consulting. As a specialist in Wealth Management, you will be responsible for supporting all operational processes for Client Identification Program (CIP) Know Your Customer (KYC) and Politically Exposed Persons (PEP) reviews.

Key Responsibilities
  • Account opening and management for sub-accounts, structured products, and over-the-counter product accounts
  • Reviewing and processing static data changes, including updates to contact details, account type, and profiles
  • Monitoring and processing trigger events, such as changes to directors and entity names
  • Dealing with deceased estates, including death notifications, account blocks, and uplifts
  • Handling Power of Attorney requests and adding executors to domestic and international platform accounts
  • Initiating Enhanced Due Diligence (EDD) and PEP processes for high-risk accounts
  • Providing exceptional support to the front office and handling ad-hoc tasks
Requirements
  • Bachelor's degree or equivalent experience in a relevant field
  • At least 3 years' experience in the financial services industry, preferably with a focus on risk and compliance
  • Strong analytical and organizational skills, with attention to detail and accuracy
  • Excellent communication skills, with the ability to articulate complex issues concisely and effectively
  • Able to work independently and as part of a dynamic team in a fast-paced environment
Compensation

This role offers a competitive daily rate of $470-$525 plus superannuation, depending on prior experience. This is an exciting opportunity to join a leading recruitment firm and contribute to the success of our clients.



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