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Stockbroking - Dealers Support Specialist

2 months ago

Brisbane, Queensland, Australia Anton Murray Consulting Full time

Wealth Management

A highly respected global financial institution is seeking an experienced equity markets support specialist to join their Australian wealth management/stockbroking department in Brisbane. This 12-month contract role will see you supporting private client advisers and the broader investment, product, and services team.

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 candidates with full and unrestricted working rights.

Key Responsibilities:

  • Liaise between dealing desk, internal departments, external organisations, service agents, and clients.
  • Answer all incoming client calls and respond to client queries.
  • Taking and placing orders.
  • Manage bulk trades.
  • Prepare and collate information required prior to client meetings.
  • Monitor and liaise with Advisers on failed settlements and provide daily reports.
  • Assist with settlement queries.
  • Support floats/IPOs/placements/corporate actions.
  • Post client meetings, work with Advisers regarding action points.
  • Provide advisers with post meeting emails to ensure clients are updated.
  • Quote market prices on indices, ordinary shares, and options.
  • Manage upcoming corporate actions, floats, IPOs.

Desired Qualifications and Experience

  • 2+ years 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 then a requirement to study towards.
  • AML/KYC experience, as well as strong MS Office skills.
  • Excellent numeracy and communication skills when speaking to HNW clients.
  • High attention to detail and organisational skills.
  • Ability to work under pressure and to tight timeframes within a team.

This is a great opportunity to join a reputable and respected global wealth manager. The remuneration for this role is circa $85,000 + super, depending on prior experience.