Stockbroking Team Assistant

2 days ago


Sydney, Australia Anton Murray Consulting Full time

Sydney- Asset Management, Wealth Management- PermanentOur client is a Tier 1 Global Stockbroking firm, seeking a team assistant to support a very successful team of Private Client Advisers. This role will be very client focused so impeccable communication and presentation skills are required.

The role will develop over a year or so into being a direct adviser support as a desk assistant. Training and development will be provided and they will be putting a preference on strong education backgrounds (Bachelor degree as a minimum)

**Responsibilities**
- Answer incoming calls from HNW clients in a cordial, professional and timely manner.
- Organise Branch meetings, functions and social events.
- Diary management.
- Oversee couriers and mail.
- Process Branch invoices.
- Assist with the preparation of client presentations.
- Manage of internal phone lists/documents.
- Provide administrative support as directed.
- Cooperate with Branch cross-training requirements as directed.

The role will then develop into a full Desk Assistant role with responsibilities such as;
- 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 FA 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.

**Requirements**:

- Ideal backgrounds would be any financial services or professional services ( Lawyers, Accounting or banking) team assistant, personal assistant, Executive assistants seeking a long term career opportunity in Financial services.



  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Ancillary Areas- PermanentOur client is a well known global stockbroking firm seeking an Office Manager to support the head of the Sydney business. Our client is a well known global stockbroking firm seeking an office manager to support the head of the Sydney business in a broad role covering office administration, risk management, and adviser...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- PermanentOur client is a global tier-one broker seeking desk assistants to join their Sydney team supporting 4 stockbrokers. The role will be a broad opportunity within operations, with cross training across the client onboarding team, client services team and settlements. **Responsibilities**: - Distribute new account documents...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Ancillary Areas- PermanentOur client is a leading Australian Fin-Tech solutions company servicing the stockbroking industry with their automated operations technology. They are rapidly growing with a strong pipeline of new business and planned overseas expansion. Due to this, they need an additional headcount to service their current clients, and be...


  • 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 Adviser Assistants role is the ability to deal confidently with Private...


  • Sydney, Australia Keegan Adams Full time

    Growing team & opportunity to progress in a Global, award winning business - Lead the Sydney Call Centre & enhance their positive & engaging team culture - Salary negotiable for experience (Up to $115k + super) | Hybrid working **The Opportunity**: Our client is a highly regarded, Global Financial Services firm with significant presence in the Australian...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- PermanentThis role would suit someone with at least one year’s client services experience in a client services, desk assistant or a wealth management support role seeking to get into a client service, account management role with a leading Financial Technology firm in Sydney. Client Account Managers are accountable for the...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Investment Banking- Contract or TemporaryOur client is a leading global stockbroking firm with offices around Australia. Working within their operations team, the primary function is to assist in the onboarding of new client accounts on to their wealth management platform as well manage general operations tasks for the maintenance of Australian...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Investment Banking- Contract or TemporaryOur client is a leading global stockbroking firm with offices around Australia. Working within their operations team, the primary function is to assist in the account opening and onboarding of new client accounts on to their wealth management platform as well managing general KYC tasks for the maintenance of...

  • Desk Assistant

    2 days ago


    Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- PermanentOur client is a leading Australian stockbroker seeking Desk Assistants to join their Sydney team supporting 3 stockbrokers. The role will be a broad opportunity covering operations, account maintenance, client services, equity trade execution and direct adviser support. **Responsibilities**: - Distribute new account...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Ancillary Areas- PermanentAs the Manager you will be responsible for managing and leading circa 25 support staff (desk assistants and administration staff) and providing operational support to the Sydney business. The ideal background will be someone with around 10 + years experience within wealth management operations, coming from a desk assistant,...