|Location:||CBD, Inner West & Eastern Suburbs|
The main areas you will be responsible for are the processing and operational duties involved with client requests and inquiries, maintenance of client accounts, KYC, CTF, AML and Compliance, Corporate Actions, Client Valuations and Reports, including Asset Allocation. You will also assist with asset transfers and stock settlements domestically and internationally and prioritise advisers requests in a timely manner.
To be successful in this role, you will require knowledge of investments and financial markets as well as the financial advice process. As you will be liaising directly with advisers and clients, you should have exceptional communications skills, high attention to detail and be able to work well under pressure and prioritise your work. You will work closely with other departments and will often be required to assist other areas of the business so you should be flexible in nature.
You will be required to have a relevant degree in Finance, Commerce, Business or Economics and RG146 or willingness to study toward this, a minimum of 2-5 years experience in a similar role within wealth management or financial planning.
If you have the required background, please send your application in word format today and I will give you a call back as soon as possible.