Private Wealth

2 weeks ago

Sydney, Australia Anton Murray Consulting Full time

Sydney- 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 Assistants 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.
- Authorize 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 - if not will be paid for to study)
- Ideally ADA 1 & 2

**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.

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