Stockbroking Assistant Adviser

6 days ago

Melbourne, Australia Anton Murray Consulting Full time

Melbourne- Wealth Management- PermanentOur client is a tier-one broker seeking Desk Assistants or Equity Client Services staff to join their Melbourne team supporting 3 Advisers.

You should be able to demonstrate current or recent experience, skills and attributes in the following areas:

- Experience working in a support role within private wealth, investments or finance related business;
- Strong interpersonal skills, demonstrated client service ethic and proactivity;
- The ability to plan and prioritise tasks to meet deadlines, in a fast paced environment;
Experience in the preparation of investment reports, performance spreadsheets, and presentations for client meetings, pitches and portfolio reviews

**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 advisers 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 adviser 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 fund;
- Participate in department cross-training as required.

**Experience**:

- Degree Qualified within a Banking related discipline;
- RG 146 (ideally - if not will be paid for to study);
- Ideally ADA 1 & 2;
- Strong communication skills is a must and ability and confidence to liaise with on the phone;
- Ideally some experience in the Australian and global securities markets in an operations or CS capacity;
- Knowledge and understanding of financial markets fundamentals;
- Prior broking Operations experience highly regarded;
- Finance Degree highly regarded.

Feel free to call us directly in Melbourne on **+61 3 9900 6333** to discuss this position in confidence.

  • Stockbroking Dealer Assistant

    6 days ago

    Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Ancillary Areas- PermanentOur client is a global tier-one broker seeking dealers’ assistants to join their Melbourne team supporting four stockbrokers. The role will be a broad opportunity within operations, with cross training across the client on-boarding team, client services team and settlements. **Responsibilities**: - Distribute new...

  • ▷ (27/10/2025) Stockbroking - Dealers Assistant

    3 weeks ago

    City of Melbourne, Australia Anton Murray Consulting Full time

    Melbourne Wealth Management Permanent Our client is a global financial institution seeking a Dealers Assistant to join their Australian Wealth Management/Stockbroking Department servicing their HNW Clients in their Melbourne office. As part of the client-facing advisory team, the role will be directly supporting private client advisers, and the broader...

  • 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...

  • Equity Research Associate

    6 days ago

    Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- PermanentWe are seeking a Research Associate/Graduate to join our client’s highly regarded Institutional Research team in Melbourne. Our client is a leading Australian stockbroking firm, one of the most trusted and recognised names in the Australian financial services industry. Their Institutional Equities team specialises in...

  • Stockbroking - Dealers Assistant

    6 days ago

    Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- Contract or TemporaryOur client is a global tier-one broker seeking a Dealers Assistant to join their Melbourne team supporting three leading private client advisers and their HNW clients. The role will be directly supporting three private client advisers, liaising with their clients, placing trades on the client’s behalf,...

  • Corporate Finance Intern

    6 days ago

    Melbourne, Victoria, Australia PAC Partners Full time $60,000 - $80,000 per year

    Reporting to:Chief Operating Officer and Corporate Finance DirectorType:Full-timeLocation:Perth or MelbourneType:Internship**Immediate start**PAC Partners is seeking a motivated and ambitious Corporate Finance Intern to join our team. This role provides a unique opportunity to gain hands-on experience in capital raising and corporate advisory, working...

  • Portfolio Administrator

    1 week ago

    Melbourne, Australia Insignia Financial Full time

    Portfolio Administrator - Permanent Position - Melbourne Location - Managed Accounts Services -Distribution **The Role** The purpose of the Portfolio Administrator role is to effectively implement the MPS and SMA operations to the business. This includes but is not limited to new account linking and rebalancing, MPS weekly rebalancing and responding to...

  • Adviser

    1 week ago

    Melbourne City Centre, Australia Department of Health Full time

    ***: Role purpose As the Adviser, you will have excellent engagement and communication skills, project management skills and ability in managing relationships with internal and external stakeholders. The Adviser will be experienced in supporting engagement activity, and coordinating and managing information in customer relationship management systems to...

  • Assistant Land and Property Adviser

    1 week ago

    Melbourne, Australia Level Crossing Removal Project Full time

    **About the role**: We are looking for a VPS4 Assistant Land and Property Adviser to join our Land and Property Team here at LXRP, and work on one of the largest infrastructure projects in Victoria's history. Reporting to the Senior Land and Property Adviser, you will be responsible for assisting them in identifying, managing and resolving land and property...

  • Associate Adviser

    2 days ago

    Melbourne, Victoria, Australia Fuse Recruitment Full time $60,000 - $90,000 per year

    Are you ready to take the next step in your financial advice career? This is an exciting opportunity to join a highly respected wealth management firm that's passionate about helping clients achieve long-term financial prosperity and supporting you to become a future Financial Adviser. About Our ClientOur client is a well-established financial services...