Dealing Officer- Wealth

4 days ago

Melbourne, Australia Mutual Trust Full time

Excellent career development opportunities
- Recently created role
- Office and remote working environment*

**About Us**:
Mutual Trust is a multi-family office providing integrated wealth services to Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.

**The Opportunity**:
We have a new opportunity for
**a Dealing Officer t**o join the Wealth team within Investment Solutions. Our team is small, highly dynamic, intelligent and will provide you with a wealth of experience to learn and further develop.

**Key Purpose**:
The purpose of this position is to support the daily trade dealing, administration and reporting processes and supporting individual security and market data information provision for the Wealth Team to enable them to meet business objectives and client expectation through efficient, effective and risk managed service delivery.

**Key Responsibilities**:
As an operational delegate for the Wealth Team within Investment Solutions, this role will focus on
- International, Domestic Equity and Managed Funds trade execution, cash flow and term deposit management of the Mutual Trust Cash Fund,
- Post trade reporting, broker/brokerage management, performance, daily reporting, daily static data, and communications
- As well as providing support to senior members of the team for reporting and implementation of new investment transactions.

**About you, your qualifications and experience**:

- Degree in finance related discipline or relevant business experience,
- 1 - 2 years’ experience in the financial services industry,
- Understanding of domestic and global market trade/execution conventions for all investment types,
- Understanding of wealth management/financial planning concepts & compliance/legislative framework,
- Motivation to continuously improve processes and systems to effectively manage risk and compliance framework,
- Accuracy and attention to detail is a non-negotiable,
- Takes pride in doing a job well, with excellent written, oral and presentation skills
- Willingness to perform key tasks outside of regular working hours if required

**Culture & Benefits**:

- Supportive flexible work arrangements and the opportunity to purchase additional leave
- Professional training and development for staff of all levels
- Yearly health and well-being allowance and activities for our staff
- Work with industry experts in highly specialised roles
- Employee assistance program offering free counselling and support for you and your family
- Annual performance payment based on the business and your performance
- Paid community / volunteer days and charity involvement
- Reward and Recognition program

**How to Apply**:

- A cover letter introducing yourself and why you would like to work at Mutual Trust?
- Detailed resume.

Wealth

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