Current jobs related to Private Wealth Desk Assistant - Melbourne - Anton Murray Consulting

  • Administrative Assistant

    14 hours ago

    Melbourne, Victoria, Australia beBeeDevelopment Full time $140,000 - $180,000

    Private Wealth Associate RoleThe Private Wealth Associate role presents a unique opportunity to contribute to high-performing teams in Australia.Key Responsibilities:Support client engagement teams in delivering workManage and maintain client data integrityAttend to ATO or other tax regulatory boards lodgments and monitor client deadlinesCommunicate with...

  • Private Wealth Consultant

    5 days ago

    Melbourne, Victoria, Australia beBeeWealth Full time $180,000 - $200,000

    Job OverviewThe role of a Private Wealth Specialist involves developing and maintaining strong relationships with high-net-worth clients, while also identifying new business opportunities to drive growth.Key ResponsibilitiesCollaborate with senior investment experts to deliver tailored wealth management solutions that meet the unique needs of private...

  • Private Wealth Expert

    5 days ago

    Melbourne, Victoria, Australia beBeePrivateWealth Full time $120,000 - $180,000

    Key Role: Private Wealth ExpertWe seek an accomplished professional to spearhead high-net-worth client acquisition, collaborating with senior directors to deliver bespoke investment solutions.Main Responsibilities:BUILD STRONG CLIENT RELATIONSHIPS IN THE HNW/UHNW SECTORAQUIRE NEW BUSINESS AND DEVELOP EXISTING ACCOUNTSDELIVER HOLISTIC BANKING, WEALTH, AND...

  • Private Wealth Executive

    2 weeks ago

    Melbourne, Australia Westpac Banking Corporation Full time

    Private Wealth Executive (Acquisition) - Private Banking - **Proactively drive new HNW client growth and acquisition opportunities**: - **Partner with Global Investment Services Directors to drive investment solutions**: - **Permanent opportunity** **How will I help?** Within Private Wealth, we seek to provide unique and differentiated insights,...

  • Private Wealth Adviser

    3 weeks ago

    Melbourne, Victoria, Australia Macquarie Bank Limited Full time

    We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...

  • Private Wealth Adviser

    3 weeks ago

    Melbourne, Victoria, Australia Macquarie Bank Limited Full time

    We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...

  • Private Wealth Adviser

    2 weeks ago

    Melbourne, Victoria, Australia Macquarie Bank Limited Full time

    We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...

  • Private Wealth Adviser

    3 weeks ago

    Melbourne, Victoria, Australia Macquarie Bank Limited Full time

    We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...

  • Private Wealth Adviser

    2 weeks ago

    Melbourne, Victoria, Australia Macquarie Group Full time

    Join to apply for the Private Wealth Adviser role at Macquarie Group1 day ago Be among the first 25 applicants Join to apply for the Private Wealth Adviser role at Macquarie Group We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in...

  • Private Wealth Adviser

    3 weeks ago

    Melbourne, Victoria, Australia Macquarie Bank Limited Full time

    We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...

Private Wealth Desk Assistant

2 weeks ago

Melbourne, Australia Anton Murray Consulting Full time

Melbourne- Wealth Management- PermanentOur client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments.

A key function of the Desk Assistant’s role is the ability to deal confidently with Private Client Advisors and their clients in a high volume, time critical environment.

**Responsibilities**:

- Distribute new account documents and required notifications to clients and review new account forms for accuracy and completeness, including input of client banking details.
- Assign account numbers and provide PCAs with completed new account forms after management approval.
- Arrange and assist with CHESS and sponsorship, off-market, broker to broker and issuer to CHESS transfer of client documents.
- Authorise access and respond to client queries re Website.
- Coordinate Initial Public Offering allocations and applicable client documentation.
- Liaise with back office and share registries regarding client and PCA enquiries
- Coordinate client seminars, conferences and presentations.
- Maintain account files and undertake regular follow-up on missing documents.
- Process and monitor stock settlements, including follow up with clients re outstanding funds.
- Participate in department cross-training as required.

**Qualifications**:

- Degree Qualified within a Banking related discipline
- RG 146
- Ideally ADA 1 & 2

**Experience**:

- 1+ years prior experience in supporting private clients advisers across equity and or options trading, either from a desk assistant, client services or operations role within wealth management

**Personal Attributes**:

- Excellent communication and influencing skills.
- Ability to work under pressure and to tight timeframes within a team.
- Goal-oriented with demonstrated drive and initiative.