Job Title: Financial Services Professional
We are seeking an experienced Financial Services Professional to join our team in Melbourne. The successful candidate will be responsible for providing exceptional client service and support.
* Facilitate all administrative client queries
* Client on-boarding, including preparation of account documentation and creation of client records
* Arrange and assist with maintenance of client accounts and records, in line with current AML/CTF, KYC Regulations
* IPO and corporate action allocation management
* Preparation of client valuations, asset allocations and reporting as required
* Assist in client asset transfers, including cash, both domestically and internationally
* Process and monitor stock settlements, including follow up with clients regarding outstanding funds
* Prioritise competing adviser requests in a fast-paced environment
* Assist with logistics and planning for client events
* Provide ad hoc translation for marketing purposes
Requirements:
* Tertiary qualification in Finance, Business or Economics
* RG146 – if not held already a requirement to study towards
* Experience within wealth management, stockbroking or financial planning
* Understanding of Broking Platforms (Domestic and International)
* Understanding of Portfolio management platforms (e.g. Praemium) will be an added advantage
Key Skills/Knowledge:
* High attention to detail
* Strong literacy and numeracy ability
* Good knowledge of Microsoft Office Suite
* Strong organisational skills
* Management experience
* Fundamental knowledge of financial advice process, markets, and industry
* Excellent communication skills both verbal and written
* Display a high level of resilience and strong ability to prioritise tasks
* Goal-oriented with demonstrated drive and initiative
This is a highly competitive role offering a rate commensurate with experience.