Fixed Income Desk Assistant

6 days ago

Sydney, Australia Anton Murray Consulting Full time

Sydney- Ancillary Areas, Investment Banking- PermanentOur client is a leading Australian stockbroker seeking a Desk Assistant to join their Sydney team supporting 3 x Fixed Income focused Private Wealth advisers.

The role will be a broad opportunity covering operations, account maintenance, client services, trade execution and direct adviser support.

**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
- Trade execution on behalf of advisers
- Assign account numbers and provide advisers with completed new account forms after management approval
- Authorise access and respond to client queries re website
- Coordinate client seminars, conferences and presentations
- Maintain account files and undertake regular follow-up on missing documents
- Process and monitor settlements, including follow up with clients re outstanding funds
- 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)
- Strong communication skills is a must and ability and confidence to liaise on the phone
- Ideally some fixed income product exposure
- Knowledge and understanding of financial markets fundamentals
- Prior broking operations experience highly regarded
- Finance degree highly regarded

Feel free to call us directly in Sydney on **+61 2 8246 8900** to discuss this position in confidence.

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