At a Glance
- Tasks: Support financial advisors in creating and managing investment proposals and client relationships.
- Company: Leading Australian stockbroker with a focus on client service and investment management.
- Benefits: Competitive salary, professional development opportunities, and support for further education.
- Other info: Fast-paced environment with opportunities for career growth and learning.
- Why this job: Join a dynamic team and make a real impact in the finance industry.
- Qualifications: 1-2 years experience in stockbroking or client services; degree in banking preferred.
The predicted salary is between 47250 - 57750 $ per year.
Our client is a leading Australian stockbroker that 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 Adviser Assistant's role is the ability to deal confidently with Private Client Advisers and their clients in a high volume, time critical environment.
Responsibilities:
- Assist the advisors in the development, preparation and implementation of financial advice and investment proposals in an efficient and accurate manner;
- Assist the advisors with servicing and maintenance of existing client relationships;
- Provide superior client service that builds strong client relationships by responding quickly and appropriately to client requests;
- Maintain an up to date working knowledge of current relevant legislation and industry standards;
- Proactively identify opportunities for process improvement within the business;
- Ensure that stock settlements and the transfer of funds are efficiently undertaken and provide clients with relevant information in this regard;
- Manage the overall client relationship and communication process, ensuring regular contact and the provision of a professional and personalised service;
- Provide efficient and broad administration support to the Investment/Financial Advisory team;
- Initiate the new client process by arranging for the necessary paperwork to be sent to clients and ensuring the appropriate identification documents are gathered;
- Maintain filing system in accordance with relevant compliance criteria;
- Reconciliation of expense statements and receipts;
- Assist with the documentation process as required, including managed funds and IPO application forms;
- Draft correspondence in relation to routine matters;
- Provide clients and third parties (e.g. accountants or super fund administrators) with reports for investments when required.
Experience:
- 1-2+ years relevant experience in equity markets, either from operations, Client Services or similar Assistant / Adviser Assistant / Dealer assistant / Team assistant experience will be ideal.
Qualifications:
- Degree Qualified within a Banking related discipline;
- RG 146 (ideally – if not will be paid for to study).
Adviser Assistant in Sydney employer: Anton Murray Consulting
Join a leading global wealth management firm in Melbourne, where you will thrive in a dynamic work culture that values collaboration and innovation. As a Client Reporting Associate, you'll benefit from competitive remuneration, opportunities for professional growth, and the chance to make a meaningful impact on high-net-worth clients' financial journeys. With a strong focus on employee development and a commitment to excellence, this role offers a rewarding experience in a supportive environment.
