Wealth Management

2 days ago

Sydney, Australia Anton Murray Consulting Full time

Sydney- Wealth Management- Contract or Temporary**Responsibilities**:

- Conduct proper due diligence in opening of new accounts
- Highlight or flag any high risk accounts to AML/Compliance and Business manager for further review and discussion; conduct Enhanced Due Diligence where necessary
- Review and approve the opening of sub accounts
- Follow up with Sales team on missing/incorrect documentation
- Review and approve change requests for existing accounts
- Provide guidance to advisers and support staff on complex platform matters, become the ‘Subject Matter Expert’ of the account opening process and operational functions of the platform
- Review and Approve, where appropriate, higher risk payments (e.g. third party payments)
- General administration tasks such as filing, scanning, and collecting mail
- Flexibility is needed to provide support for the team in areas such as project work, ad hoc administration and other duties as directed by management

**Skills Required**:

- At least 2 years’ experience in the Australian or global securities markets, ideally with an operations and/or client services or onboarding background
- Acute awareness of risk, with clear focus on control and timely escalation of risk items to management to minimise potential liabilities to the business
- Strong service focus with the ability to build rapport at all levels
- A proactive nature, challenging and questioning processes, seeking innovative solutions to improve efficiency and mitigate risk
- Excellent teamwork skills, outgoing and motivated

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