Stockbroking

1 week ago

Melbourne, Australia Anton Murray Consulting Full time

Our client is a global tier-one broker seeking a Dealers Assistant to join their Melbourne team supporting 3 leading private client advisers and their HNW clients.

The role will be directly supporting 3 private client advisers, liaising with their clients, placing trades on the client’s behalf, and providing further operational assistance to the team.

**_ The ideal background will be someone with around circa 2+ years experience in equity markets operations/client services or preferably coming from another desk assistant role._**

**Responsibilities**:

- Facilitation of all administrative client queries
- Client onboarding, including preparation of account documentation, and creation of client record insystems.
- Arrange and assist with the maintenance of client accounts and records, in line with current AML/CTF,KYC Regulations.
- IPO and corporate action allocation management.
- Preparation of client valuations, asset allocations, and reporting as required.
- Assist in client asset transfers, including cash, both domestically and internationally.
- Process and monitor stock settlements, including follow-up with clients regarding outstanding funds.
- Establish and maintain relationships with other internal stakeholders and departments.
- Proactively notify client/s and advisers of any issues recommending a solution and timeframe.
- Adhere to Company policies and procedures, and regulatory and legislative requirements.

**Experience**:

- Degree Qualified within a Banking related discipline
- RG 146 (ideally - if not will be paid for to study)
- Strong communication skills are a must as the ability and confidence to liaise with on the phone.
- Ideally some experience in the Australian and global securities markets in operations or CS capacity
- Ability to understand both US and UK tax forms like W8BEN and CRS - preferable.
- Ability to understand Opt In, FDS and Client Consent (ie FOFA) forms - preferable.
- Knowledge and understanding of financial markets fundamentals.
- Prior booking Operations experience highly regarded

**Contact us in Melbourne**:
LEVEL 27, 101 COLLINS STREET
MELBOURNE VIC 3000

**Phone**:+61 3 9653 9222

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