Wealth Management

Wealth Management

Graduate Physical Commodities Trader

Posted by Anton Murray Consulting on . Posted in

Our client is a global trading firm seeking a young and enthusiastic junior to join their metal trading desk as a trainee metal trader in Sydney.

Broadly speaking, the successful Trainee Metal Trader applicant would be coordinating a range of tasks in support of the Australian metal traders, who are based in the firm’s Sydney office. The metals desk coordinates the physical sales and delivery of metal products – primarily copper, lead, manganese, iron ore and zinc.

APPLICANTS MUST BE BASED IN AUSTRALIA AND BE AUSTRALIAN CITIZENS OR PERMANENT RESIDENTS  and have a maximum 3 years post university experience

Responsibilities

  • Drafting/ issuing/ reviewing of purchase and sales contracts including all related legal documents, such as Holding Certificates, storage agreements, prefinance agreements, guarantees;
  • Verification of all documents with Compliance and Company internal guidelines;
  • Identification of issues and contractual risk and respective advice to Traders;
  • Documentary monitoring of the contract from the beginning to the end, including co–managing of contract changes and corrections;
  • Close interaction with the respective Trader and traffic persons, as well as cooperation with other teams such as Chartering, Insurance, Finance, Legal and Compliance;
  • Administration of Purchase and Sales contracts: Purchase/ Sales Order Entry into CTTS, Customer data handling / processing and maintenance, including updating and amending the current data in the internal data system. Filing of documents and archiving;
  • Depending on the respective task area, the Contract Writer/ Administrator may have direct contact to customers and/ or colleagues in field offices

Additional responsibilities include

  • Vessel chartering or container shipments in co-operation with the chartering department; organizing rail, truck and air transport or releasing of material in warehouse
  • Opening of and checking of Letters of Credit for the firm’s suppliers and receivers; requesting amendments and negotiating documents for collection of payment
  • Calculation of metal quantity and foreign currency amounts to be priced Contact to clients / field offices
  • Correspondence on availability of materials in production, transit and in stock; documentation, invoicing, outgoing
    and incoming payments, client exposure control and claim handling
  • Insuring risks of each transport as well as material in storage

Requirements 

  • 1-3 years post-university experience
  • Ideally some exposure to logistics or commodities
  • Good grades required from tertiary qualifications with a background in Business/Engineering or a commodities related field

Senior Financial Advisor

Posted by Anton Murray Consulting on . Posted in

Our client is seeking a Senior Financial Advisor to provide a high level of service and advice to an existing list of clients in their Sydney office.

Key responsibilities:

  • Responsible for meeting clients and developing personalised and high-quality advice strategies
  • Provide annual client reviews and ongoing service
  • Proactively source, engage and manage clients from internal referrals, as well as referring to other parts of the business
  • Service an existing book of clients with the goal of deepening advice relationship and the value of the client to our business
  • New business production
  • Regular presentations at events and conferences

Qualifications/ experience required:

  • Minimum of 5 years’ experience providing advice
  • FASEA approved degree
  • Passed or working towards passing the FASEA exam by the end of 2020.
  • Proficient use of financial planning software – Xplan
  • Up to date knowledge of taxation, superannuation and investment related legislation and compliance requirements.
  • Experience with SMSF set up
  • Experience dealing with SMSFs, Family Trusts and personal investment entities is highly desirable.
  • Knowledge of the medical industry is highly desirable, experience providing advice to medical professionals is a plus

The ideal candidate will have a minimum of 5 years’ experience providing financial advice strategies tailored to individual client requirements and will be able to build and manage strong relationships in a collaborative manner with internal and external stakeholders.

Wealth Management – Client Services

Posted by Anton Murray Consulting on . Posted in

We are seeking candidates with 2-5 years’ experience in the wealth management, financial planning or stockbroking industry – coming from a client services, operations or support capacity.

Key responsibilities:

  • Ongoing maintenance of client details across multiple systems
  • Executing trades for listed securities
  • Responding to email and phone calls from clients and external parties
  • Implementing adviser / client ad-hoc instructions (i.e. rollovers, contributions, withdrawals, etc.)
  • Diary and email management for the Client Director
  • Applying for financial products on behalf of clients
  • Quality control of both client documents and client data
  • Drafting correspondence

Qualifications and experience:

  • 2-5 years in a wealth management operations or client service role.
  • Excellent communication & organisational skills
  • Punctuality and reliability
  • Outgoing, friendly & professional
  • Ability to work well within a team environment
  • Initiative and a willingness to learn
  • Previous experience in a similar role or experience within the financial services industry would be ideal
  • Ideally some knowledge of XPlan, Microsoft Word, Excel and Outlook

The ideal candidate will have 2 – 5 years of experience in a wealth management operations, client services or adviser support capacity.

Executive Assistant

Posted by Anton Murray Consulting on . Posted in

Our client is seeking an Executive Assistant to provide support to the senior management staff within their Wealth Management business in Sydney on a 12-month maternity cover contract.

Key Accountabilities:

  • Diary management
  • Expense management (Concur)
  • Coordinate travel arrangements and prepare itineraries
  • Answer incoming calls
  • Assist with the preparation of information, presentations, statistical data etc
  • Archiving / filing / scanning
  • Coordinate schedule for visitors
  • Organise and attend BU meetings and take minutes – includes the Weekly Management Meetings and executive board meetings
  • Organise BU events and functions, as required
  • Update databases and phone lists
  • Collating and dispatching documents
  • Processing invoices and gaining appropriate sign off
  • Coordinate legal document execution
  • Raising EnC’s for expense management approval

Key Competencies and Skills:

  • Excellent customer service skills and telephone manner
  • Maintain client relationships
  • Achieves BU efficiency
  • Advanced in Microsoft Word, Excel and PowerPoint
  • Well-developed skills using databases
  • Previous experience using Concur
  • Understanding of compliance and legal requirements of the business
  • Initiate improvements and make suggestions around BU systems and workflow procedures

The ideal candidate will have experience in a similar role, providing quality support to senior management with an understanding of the wealth management and financial planning industries. Experience using Concur is also highly desirable for this position.

Client Services Operations Officer

Posted by Anton Murray Consulting on . Posted in

Our client is a wealth management firm seeking a Client Services Operations Officer to join their Melbourne office.

The role will be part of a team that supports both local and overseas teams relating to the onboarding and ongoing maintenance of client accounts and data integrity.

The candidate should have sound trade life-cycle knowledge, and experience in a similar role within the wealth management sector.

Key responsibilities:

  • Ensuring all daily processes and SLAs are met within applicable timeframes
  • Manage day to day BAU in line with team objectives and regulatory requirements
  • Identifying process improvements
  • Maintaining a culture of high performance and excellent service for both internal and external clients
  • Contribute to additional administration projects as requested by management
  • Provide exceptional client service support to internal and external clients alike
  • Liaise with various departments across the wealth management business

Qualifications:

  • Desirable tertiary qualification in Finance, Commerce.
  • Understanding of regulatory rules and how they apply to the business
  • Experience in the production of procedure writing documents, spreadsheets
  • Understanding of the various legislation and regulations within the financial services industry (AML, KYC, FATCA and CRS requirements
  • 3 -5 years of sponsorship/ asset transfer experience

 

Client Services Operations Officer

Posted by Anton Murray Consulting on . Posted in

Our client is a wealth management firm seeking a Client Services Operations Officer to join their Melbourne office.

The role will be part of a team that supports both local and overseas units relating to the onboarding and ongoing maintenance of client accounts and data integrity.

The candidate should have sound trade life-cycle knowledge, and experience in a similar role within the wealth management sector.

Key responsibilities:

  • Ensuring all daily processes and SLAs are met within applicable timeframes
  • Manage day to day BAU in line with team objectives and regulatory requirements
  • Identifying process improvements
  • Maintaining a culture of high performance and excellent service for both internal and external clients
  • Contribute to additional administration projects as requested by management
  • Provide exceptional client service support to internal and external clients alike
  • Liaise with various departments across the wealth management business

Qualifications:

  • Desirable tertiary qualification in Finance, Commerce
  • Understanding of regulatory rules and how they apply to the business
  • Experience in the production of procedure writing documents, spreadsheets
  • Understanding of the various legislation and regulations within the financial services industry (AML, KYC, FATCA and CRS requirements
  • 3 -5 years of sponsorship/ asset transfer experience

Our clients include

* Prior invoiced clients across the region.