Desk Assistant - Wealth Managment

Summary about this job

Detail information about job Desk Assistant - Wealth Managment. Terms and conditions vacancy

Our client, a global Investment Banking leader is seeking an enthusiastic Desk Assistant to join their lively and fast paced team. This role would suit an assertive candidate who can think on their feet.


The responsibilities of this role include:

• Providing effective and timely management of Settlement obligations.
• Handle all day to day correspondence for clients 
• Handle requests for IPO and Placement coordination.
• Build tight rapport with clients and internal stakeholders so as to become first point of contact for administrative matters.
• Maintain and update all client files.

To be considered for this role you will:

• Have previous DA experience in a wealth management environment.
   and ideally be RG146 compliant. 
• Have superior communication skills - written, verbal and non-verbal
• Be able to work to tight deadlines with flexibility.
• Be able to prioritise and manage multiple tasks.

If you are interested in applying for this role please hit 'apply'. 

For more information please call Dylan on 9226 4489 or email [email protected]