At a Glance
- Tasks: Support financial advisors in creating and managing client investment proposals and relationships.
- Company: Leading Australian stockbroker with a focus on client service and equity markets.
- Benefits: Gain valuable experience in finance, competitive salary, and opportunities for professional growth.
- Other info: Fast-paced environment with strong potential for career advancement.
- Why this job: Join a dynamic team and make a real impact in the world of investments.
- Qualifications: 1-2 years in client services or stockbroking; 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 Assistants role is the ability to deal confidently with Private Client Advisers and their clients in a high volume, time critical environment.
1-2 years experience in stockbroking assistant or operations and or client services roles would be highly desirable.
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;
- Maintaining 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;
- Providing 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;
- Assisting 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 (eg 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).
Equities Advisory 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.
