Overview
Sell My Shares is Australia\'s highest-rated stockbroker (4.8/5 stars on Trustpilot, 8,000+ reviews). We specialise in assisting individuals to sell ASX-listed shares when they do not have, or do not wish to open, a traditional brokerage account. We are seeking a detail-oriented and client-focused Share Sale Coordinator to assist solicitors, accountants, financial planners, and individual shareholders with completing one-off share sales accurately and efficiently.
Sell My Shares is owned and operated by DigitalX Limited (ASX: DCC), an ASX-listed company established in 2014. Our clients include solicitors managing deceased estates, accountants assisting with legacy shareholdings or employee share scheme parcels, financial planners, individuals who have inherited or been gifted shares, and clients who require assistance completing the sale process where traditional brokerage platforms may not be suitable. We operate as a small and collaborative team, where each member plays an important role in delivering high-quality client outcomes.
The Role
Key Responsibilities
* Responding to inbound enquiries from shareholders, solicitors, accountants and financial planners via phone and email
* Explaining the share sale process clearly, including documentation requirements, settlement timelines and payment procedures
* Assisting clients to complete order forms and required documentation
* Verifying identity documentation and ensuring compliance with AML/CTF and internal procedures
* Liaising with share registries (such as Computershare, Link Market Services, Automic, MUFG) to confirm shareholder details
* Processing client documentation and transactions accurately
* Following up with clients where information is incomplete or additional documentation is required
* Managing more complex transactions including deceased estates, Power of Attorney instructions, company structures and trusts
* Providing clear guidance to clients who may require additional assistance completing the process
* Escalating potential fraud or irregularities in accordance with internal procedures
This role may suit you if:
* You are able to explain financial or administrative processes clearly to clients
* You are comfortable communicating with professionals such as solicitors, accountants or share registries
* You have strong attention to detail and can identify inconsistencies in documentation
* You remain patient and professional when assisting clients who may require additional support
* You take ownership of tasks and follow through on commitments
* You take pride in delivering accurate work and resolving issues efficiently
What We're Looking For
Essential:
* Exceptional attention to detail
* Strong phone communication skills and the ability to communicate clearly with a wide range of clients
* Excellent written communication skills for client correspondence and internal records
* Patience and professionalism when assisting elderly or non-technical clients
* Strong organisational skills and the ability to manage multiple active transactions simultaneously
* Proficiency with Microsoft Office applications including Excel, Word and email systems
* High levels of integrity and discretion when handling sensitive financial and personal information
Highly Valued:
* Experience in financial services, legal support, accounting practices or customer service environments
* Understanding of share registries, CHESS transfers, or T+2 settlement processes
* Exposure to compliance processes such as AML/CTF or identity verification procedures
* Experience assisting with deceased estate administration, probate documentation or trust structures
* Experience supporting solicitors, accountants, or financial planners
Not Essential (We\'ll Train You):
* Share market knowledge or trading experience
* Detailed understanding brokerage operations
* Prior experience with workflow or database systems
What We Offer
* $70,000 base salary + superannuation (depending on experience)
* Quarterly team-based performance bonus following probation
* $1,940 annual food and beverage allowance
* $1,000 annual mobile phone allowance
* Flexible work-from-home arrangements following probation
* Private parking and convenient public transport access
* A collaborative team environment where your contribution is visible and valued
* Exposure to financial markets, compliance processes and professional services clients
* Opportunities for development as the business continues to grow
How to Apply
* Please submit your resume and a short cover letter (200-300 words) addressing:
* Why you are interested in this role
* What relevant experience you would bring to the team
* An example of a time you identified an error or issue others had missed
Apply via: SEEK APPLICATION LINK
Questions? Visit sellmyshares.com.au or email *******@digitalx.com
Sell My Shares is a DigitalX Limited business (ASX: DCC). We are an equal opportunity employer and value diversity in our team.
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