
Trading Services Specialist
1 day ago
Australia
- Operations
- Group Functions
**Job Reference #**
- 291292BR
**City**
- Sydney
**Job Type**
- Full Time
**Your role**
- Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness?
- Wealth Management Operations are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. To succeed our people must:
- Know what our clients want and need.
- Deliver excellence.
- Drive the organisation forward by working with purpose and passion.
We’re looking for an Trading Services Specialist to:
- Monitor and process life cycle events for structured products, FX and OTC Derivatives.
- Handle escalations and requests from internal and external clients in a timely and accurate manner.
- Manage internal and external brokers to ensure timely delivery of confirmations.
- Support the execution desk for trade management activities.
- Ensure procedures are up-to-date and maintain proper records.
- Perform reconciliations and investigate open items.
- Have the ability to liaise with custodians/counterparties/front office to resolve disputes and discrepancies.
- Ensure that End Of Day/ week/ month processes are completed accurately ahead of deadline.
- Supporting change by identifying and implementing process improvements or cost saving opportunities.
- Ongoing self-development/cross training across Operations.
**Your team**
- You’ll be working in the Wealth Management Trading Services team based in Sydney. The team is responsible for managing all post execution trade flows, trade amendments and trade life cycle events for Australian Wealth Management clients. Working closely with execution desks, front office personnel and external brokers, the team collectively to ensure that trades are booked accurately and timely into our clients’ accounts. This is an excellent platform for a good work life balance and working environment including remote work options.
**Your expertise**
- Excellent communication and stakeholder management
- Knowledge of Securities Trading Processes will be highly valued.
- Have a strong risk mindset and be able to escalate issues and be transparent.
- Strong time management and organisational skills to manage multiple deliverables simultaneously.
- Innovative and able to drive results.Strong teamwork skill to collaborate with internal and external teams. Be able to demonstrate a strong partnership and inclusive to all team members.
- Knowledge of OTC products would be nice to have but not essential.
You’ll be employed by and work at Credit Suisse Management (Australia) Pty Limited in the Wealth Management Division the course of Credit Suisse integration into UBS
- #LI-TC1
**About us**
- UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
- We have a presence in all major financial centers in more than 50 countries.
**How we hire**
**Join us**
- At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
- From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
**Contact Details**
- UBS Business Solutions SA
- UBS Recruiting
**Disclaimer / Policy Statements**
- UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
-
Trading Operations Specialist
1 day ago
Sydney, Australia Trading 212 Ltd Full timeTrading Operations Specialist **Our mission is to enable everyone to build wealth** We reinvent how trading and investing work by creating exceptional products people love. Fostering a culture of excellence and high velocity is the key to our success. Over the past few years, our client base has grown 20 times to over 2.5 million, and client assets have...
-
Trading Operations Specialist
1 day ago
Sydney, Australia Trading 212 Ltd Full time**Our mission is to enable everyone to build wealth** We reinvent how trading and investing work by creating exceptional products people love. Fostering a culture of excellence and high velocity is the key to our success. Over the past few years, our client base has grown 20 times to over 2.5 million, and client assets have grown over 50 times to over €4...
-
Specialist, Trade Desk
7 days ago
Sydney, Australia CBOE Full timeThe Trade Desk Specialist is both a technical and an operational role, requiring direct hands-on interaction with trading systems as well as administrative and operational tasks. The role is served by experienced financial technologists with responsibilities that include providing customer support and production level operational oversight of one or more...
-
Paslode Trade Specialist
2 weeks ago
Sydney, Australia ITW Full time**Together We Explore - Paslode Trade Specialist** It's not every day you find a place that gives you the opportunity to build a career as individual as you. At ITW, anything is possible. We're looking for self-starters - driven people who are curious about the world and always looking for ways to add value and make continuous improvements. Our success...
-
Trade Desk Specialist
1 week ago
Sydney, Australia CBOE Full time**Job Description**: Trade Desk Specialist The purpose of the role is to monitor and analyse complex financial (trading) data identifying behaviours, patterns and events which require investigation. Analysis and investigation work will provide crucial market insights to senior management across the business. Key Responsibilities: - Monitoring and analysis...
-
[Urgent] Trade Yard Hand
2 days ago
Sydney, Australia Metcash Trading Limited Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Do you enjoy hands‑on work and servicing customers face to face? Our Hudson Trade Centre in Mitchell, ACT is on the lookout for a reliable and flexible team player to join us as a Trade Yard hand on a full‑time basis. Operates a 38‑hour work week Monday to...
-
Steel Trade Operations Specialist
2 weeks ago
Sydney, New South Wales, Australia Anchor Steel Full time $90,000 - $120,000 per yearCompany OverviewWe are a professional international trading company specializing in building materials, with a solid foundation and an excellent reputation in the reinforcing steel and other steel product trades. We are committed to providing customers with high-quality products and efficient supply chain solutions. Due to business expansion, we are seeking...
-
Trading Specialist
1 day ago
Sydney, New South Wales, Australia The Trade Desk Full timeThe Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers –– and sets a new standard for global reach, accuracy, and transparency. We are proud of the culture we have built. We value the...
-
Trade Mark Practice Specialist
1 week ago
Sydney, Australia Allens Full timeYour role You'll be a part of our Intellectual Property & PTA, Patents & Trade Marks team and work with Partners and senior legal operatives in our Sydney or Melbourne office. At Allens, our structure means you'll work directly with operatives to provide high quality, proactive business support and play a key role in assisting senior legal operatives to...
-
Critical Care Specialist
4 weeks ago
Sydney, Australia Small Animal Specialist Hospital Full timeOverview Critical Care Specialist – SASH Alexandria At SASH, we believe the highest standards in veterinary care are achieved when clinical expertise is delivered by compassionate, motivated people in a caring and supportive environment. Inspired by the special bond between animals and people, we constantly strive to help pets and their families live...