Desk Assistant

Summary about this job

Detail information about job Desk Assistant. Terms and conditions vacancy

• Melbourne CBD location, close to public transport.
• Exceptional opportunity with a highly regarded firm.
• Opportunity for progression and promotion.

Our client is a large, well-established stock broker whose strong market presence has seen them continue to expand their adviser team. This company offer an excellent work / life balance, with staff regularly leaving the office at 5pm, a respectful culture and first-class training which will allow you to push your career towards senior DA and even advising role.

The Role

• Provide support on the wealth desk and perform account maintenance.
• Effectively manage internal and external stakeholders and provide them with comprehensive investment information.
• SOA / ROA preparation for adviser and KYC maintenance
• Liaise with the market to place trades and obtain stock quotes.
• Provide commentary on the budget and full year forecasts for the monthly board report.
• Liaise extensively with clients and provide them with comprehensive investment information.

The Candidate

Candidates with previous experience in wealth management, investment operations will be highly regarded. Candidates from a financial planning background will also be considered. In addition, candidates will also possess:

• Experience within the investment, wealth management or stockbroking space.
• Degree qualified within a Banking or Finance related discipline highly desirable.
• Strong communication and influencing skills with the ability to work in constantly changing environments.
• Ability to work autonomously and within a team.
• Strong commercial acumen.
• RG146 qualification required.
• Strong attention to detail, business partnering and analysis skills.

If this role appeals to you, please apply or contact Mathew Lewis at Ambition on 03 8629 1033 for a confidential discussion.