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Stockbroking Assistant Adviser – Melbourne

Written by Anton Murray Consulting on .

Location: Melbourne

Salary description: AUD $60k + super

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

Our client is a tier-one broker seeking Desk Assistants or Equity Client Services staff to join their Melbourne team supporting 3 Advisers.

We envisage that the successful candidate will commence initially as an Adviser Assistant with a view to developing into an Associate Adviser within 12 to 18 months.

You should be able to demonstrate current or recent experience, skills and attributes in the following areas:-

  • Experience working in a support role within private wealth, investments or finance related business;
  • Strong interpersonal skills, demonstrated client service ethic and proactivity;
  • The ability to plan and prioritise tasks to meet deadlines, in a fast paced environment;

Experience in the preparation of investment reports, performance spreadsheets, and presentations for client meetings, pitches and portfolio reviews

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 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 adviser 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 fund;
  • 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);
  • Ideally ADA 1 & 2;
  • Strong communication skills is a must and ability and confidence to liaise with  on the phone;
  • Ideally some experience in the Australian and global securities markets in an operations or CS capacity;
  • Knowledge and understanding of financial markets fundamentals;
  • Prior broking Operations experience highly regarded;
  • Finance Degree highly regarded.

Feel free to call us directly in Melbourne on +61 3 9900 6333 to discuss this position in confidence.

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