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Designated trading representative

Sydney
Ord Minnett
Posted: 30 July
Offer description

Designated Trading Representative (DTR) Operator


Designated Trading Representative (DTR) Operator

Direct message the job poster from Ord Minnett

Ord Minnett is a leading Australian wealth management group providing institutional broking, corporate finance, full-service stockbroking, financial planning, and funds management services. With a history spanning over 150 years, Ord Minnett is a highly respected name in the Australian investment landscape.

The Role

We are currently seeking an experienced and detail-oriented Designated Trading Representative Operator to join our team in the Sydney office. This fast-paced role centres on executing client orders across a range of securities while ensuring compliance with market regulations. You will liaise with Private Wealth Advisers and internal departments, contributing to seamless trade execution and client satisfaction.

Primary Responsibilities

* Accurately execute client orders across equities, interest rate securities, options, warrants, hybrids, and ETPs.
* Assist with international market order submission and coordination.
* Monitor market activity to optimise trade execution and support investment objectives.
* Provide trading insights to advisers and portfolio managers.
* Maintain thorough records of all trade activity and client communications.
* Respond to client and adviser inquiries regarding market conditions and account activity.
* Support audit preparations through detailed documentation.
* Stay current on trading platforms, regulations, and market developments.

About You

The ideal candidate will have:

* Minimum 4 years of experience in a full-time DTR Operator role.
* Strong trading knowledge across equities, IRS, warrants, and ETOs.
* Bachelor's degree in Finance, Economics, Business or related field (preferred).
* 5+ years in trading or operations within the wealth management or financial services sector.
* DTR Cash & Derivative Accreditation (required); ADA1&2, RG146 (preferred or willingness to obtain).
* Excellent attention to detail and capacity to work under pressure.
* Strong communication skills and the ability to collaborate effectively.
* Positive, reliable, and motivated attitude with a commitment to quality.

Elevate your career where you'll become an integral part of Australia's premier wealth management group. Join us in shaping the future of the Australian investment landscape and be part of a team that values excellence, cohesiveness, a great work culture, where you'll be an integral part of a team committed to delivering top-tier services.

Ord Minnett does not accept unsolicited resumes from recruitment agencies and search firms. Please do not email or send unsolicited resumes to any Ord Minnett employee, location or address. Ord Minnett will not be responsible for, and will not pay, any fees, commissions or other payments related to unsolicited resumes.


Seniority level

* Seniority level

Not Applicable


Employment type

* Employment type

Full-time


Job function

* Job function

Finance

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