Job Title

Sydney Wealth Management Contract or Temporary 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 Team Assistants role is the ability to deal confidently with Private Client Advisors and their clients in a high volume, time critical environment. Experience in stockbroking assistant 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; Undertake general mailing duties including opening and distributing incoming mail within Investment/Financial Advisory and facilitating bulk mail-outs; 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; Covering duties for other Team Assistants when they are on leave; Other ad-hoc administrative responsibilities. EXPERIENCE: 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)