Description:
A leading private wealth firm in Sydney CBD is seeking a Desk / Dealers Assistant to support Senior Investment Advisors.This role is ideal for someone with back-office experience in settlements, client services, or operations who wants to step into a more client-focused environment.
Key Responsibilities
- Assist with CHESS sponsorships, transfers, and IPO allocations
- Process corporate actions and liaise with share registries
- Monitor trade settlements and provide share price quotes
- Open and maintain client investment accounts
- Prepare client reports, portfolio reviews, and presentations
- Manage documentation for estates, trust changes, and stock transfers
- Coordinate client events and maintain accurate records
About You
- 2-3 years’ experience in financial services operations
- Stockbroking or wealth management experience preferred
- RG146 accreditation (or willingness to complete)
- Strong communication, attention to detail, and organisational skills
- Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)
- A degree in Finance, Business, Economics, or related field is desirable
20 Mar 2025;
from:
uworkin.com