Trading Assistant
5 days ago
Institutional Dealing Support
Reports to:
Head of Institutional Sales
Team:
Institutional FX Sales
Location:
Sydney
The Role
The successful candidate will work closely with the front office team on all trading support functions, acting as a key point of contact internally (for settlements and sales teams) and externally (clients). The ideal candidate will be proactive, able to multitask, and thrive in a fast-paced, high-performing environment. This role also offers the potential to progress into a front-office position over time.
Key Responsibilities
Onboarding
- Manage the client onboarding process, acting as an intermediary between internal compliance and clients/prospects.
- Coordinate document collection, KYC verification, and account setup.
Post-Onboarding
- Serve as a main point of contact for existing institutional clients.
- Handle portal-related queries and day-to-day payment or settlement issues.
- Support account management activities for Strategists and Dealers.
- Conduct platform demonstrations and assist with client training sessions.
Dealing Support
- Provide pre- and post-trade assistance to clients and dealers.
- Ensure smooth execution and settlement of trades, including monitoring deadlines and liaising with the settlements team.
- Track and resolve missing or delayed payments (e.g., MT103 follow-ups).
General
- Support the dealing and strategy teams with administrative and compliance-related tasks, including:
- Credit requests and document management.
- Trade monitoring and reporting.
- Audit and compliance review coordination.
- Identify and propose process improvements to increase efficiency and accuracy.
Skills and Requirements
- Strong communication and interpersonal skills.
- Proven experience dealing with internal and external stakeholders at a senior level.
- Excellent organisational and time management skills, with the ability to prioritise competing tasks.
- High attention to detail and accuracy under pressure.
- Ability to work collaboratively across teams and contribute to process enhancement initiatives.
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