Opportunities

Anton Murray - Opportunities

Latest News

Anton Murray - Latest News
Apply for this Job →

Private Wealth Desk Assistant

Written by Anton Murray Consulting on .

Location: Melbourne

Salary description: $55-70k + super

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

Our 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 Desk Assistant’s role is the ability to deal confidently with Private Client Advisors and their clients in a high volume, time critical environment.

The ideal candidate will come from a retail banking client services or operations background, have completed their RG146.

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.
  • Assign account numbers and provide PCAs 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 PCA 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.

Qualifications:

  • Degree Qualified within a Banking related discipline
  • RG 146
  • Ideally ADA 1 & 2

Experience:

  • 1+ years prior experience in supporting private clients advisers across equity and or options trading, either from a desk assistant, client services or operations role within wealth management

Personal Attributes:

  • Excellent communication and influencing skills.
  • Ability to work under pressure and to tight timeframes within a team.
  • Goal-oriented with demonstrated drive and initiative.
Apply for this Job →