Wealth Management Assistant
Location: Sydney, Australia
Job Type: Permanent
A leading Australian stockbroker seeks an experienced Wealth Management Assistant to support its Private Client Advisors in a high-volume environment.
The ideal candidate will have 3+ years of experience in equity markets, either from operations, Client Services or similar roles. A degree qualification within a Banking related discipline is required, with RG 146 certification highly desirable.
Key Responsibilities:
* Assist advisors in developing financial advice and investment proposals
* Servicing and maintaining existing client relationships
* Providing superior client service and building strong relationships
* Maintaining knowledge of current legislation and industry standards
* Identifying opportunities for process improvement
* Managing stock settlements and transfers
* Administering the new client process
* Reconciliation of expense statements and receipts
* Drafting correspondence and reports
Requirements:
* 3+ years of relevant experience in equity markets
* Degree qualification within a Banking related discipline
* RG 146 certification (ideally)
Salary:
$80,000 - $100,000 per annum