Wealth Management

7 days ago

Melbourne, Australia Anton Murray Consulting Full time

Melbourne- Wealth Management- Contract or TemporaryOur client is a well renowned global wealth management firm with a sizeable presence in Melbourne.

**Ideally seeking 2-3 years’ experience in financial services Operations - equity or treasury markets**
- The team is responsible for equity trade bookings/settlement, Options back end processing and Treasury (cash payments) processing functions.
- Ensuring all daily processes and SLAs are met within applicable timeframes
- Managing escalations by front office and work with offshore team to resolve them.
- Daily settlement of equities and cash
- Assist with escalation of issues and problem resolution
- Assist with projects, including identifying improvements to existing processes to increase efficiencies.
- Assist with escalation as required.
- Work with advisers/associates/vendors to understand systems & reports
- Responsible for queries from advisers/associates/vendors
- Liaison between advisers, associates and third party

**Experience in Treasury operations or cash management experience is a plus but not mandatory.

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