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Fixed Income Desk Assistant – Private Wealth

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: $60k - $65k base salary

  • $50-100k AUD Equivalent
  • Permanent
  • 1 to 3 years of experience

Our 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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