Stockbroking - Dealers Assistant - 12-month contract

Brisbane

Wealth Management

Our client is a global financial institution seeking an experienced equity markets Dealers Assistant to join their Australian wealth management / stockbroking department servicing their HNW clients in their Brisbane office for an initial 12-month contract.

As part of the client-facing advisory team, the role will be directly supporting private client advisers, and the broader investment, product, and services team, as well as operations and support functions.

The ideal background will be someone with around 2+ years’ experience within wealth management, ideally equity markets operations / client services or coming from another dealer / desk / advisor assistant role.  Please note that our client is exclusively considering candidates with full and unrestricted working rights. As such, this role is not applicable to those on Working Holiday Visas or student visas.

Key Responsibilities :

• Act as liaison between dealing desk, internal departments, external organisations, service agents, and clients.
• Answer all incoming client calls and respond to client email queries.
• Taking and placing orders.
• Managing bulk trades.
• Preparation and collation of all information required prior to client. meetings including, Financial Summary reports, portfolio performance, preferred stock recommendations and research, etc.
• Monitor and liaise with Advisers on any failed settlements and provide daily reports.
• Assisting with settlement queries.
• Assistance with floats / IPOs / placements / corporate actions.
• Post client meetings, work with Advisers regarding action points, delegation of these action points and ensuring these are all completed.
• Provide advisers with post meeting email to ensure clients are continually updated.
• Quoting market prices on indices, ordinary shares and options.
• Management of upcoming corporate actions, floats, IPOs.
• Liaising with Advisers regarding details, timeline and participation in corporate actions.

Desired Qualifications and Experience

This is a great opportunity to join a highly reputable and respected global wealth manager. Remuneration is dependent on prior experience, within the range of circa $80-90k + super.