Dealer's Assistant

Summary about this job

Detail information about job Dealer's Assistant. Terms and conditions vacancy

• World-leading sustainability program for businesses
• Suits an experienced finance/banking individual
• Mornington Peninsula location, fabulous lifestyle, flexible hours

Organisational Context

TEM, in partnership with an iconic Australian corporation, has developed a carbon offset program for businesses which provides an integrated sustainability offering centred on carbon offsetting for the corporation’s major customers.

This innovative program involves:

• Carbon offset procurement, sale and reporting - buying and selling financial instruments.
• Reporting of global carbon offset projects utilised to offset business emissions.
• Assisting in conducting due diligence on trading instruments.
• Providing carbon market insights from interaction with market participants.
• Collaboration on a broader program of sustainability initiatives with our team.
• Preparing and reporting financial results and performance.

The Dealer Assistant plays an important role in the efficient and smooth day-to-day running of the dealing desk.  The Dealer Assistant will be based in our Mornington office. The role is flexible in both working hours and start / finishing times for the right candidate. 

Key Responsibilities

Primary

• Working under the direction of the Directors to execute carbon trades with our established counterparties
• Maintaining strong lines of communication with our sales teams on products being priced
• Keeping our trading systems up to date with agreed trades and forecasts for anticipated future trades
• Post transaction management and confirmation of transactions
• Ensure that trading obligations are met on time, to standard and in accordance with contractual requirements
• Manage ongoing contracts including working closely with the Execute Assistant for payment;
• Maintaining registers and records for AFSL compliance including KYC information
• Build and maintain strong professional relationships with key internal and external stakeholders
• Client service- answering counterparty phone calls and emails. Preparing trading group cashflow and financial performance reports on a monthly basis and as requested by the Directors

Secondary

• Represent the client at key fora to promote the business partnership
• Act as a brand ambassador by modelling the client’s values in every interaction with colleagues, clients and the general public
• Support and collaborate with colleagues on the further development of the business partnership
• Comply with all legislative and company guidelines, processes and policies
• Assist in the development and implementation of business plans and strategies
• Brainstorm new sales opportunities and products
• Collaborate with colleagues to support and lead major promotional campaigns as required

Selection Criteria

We are seeking an optimistic, confident and well-organised individual who is passionate about their work and enjoys working within a team as well as autonomously to achieve common objectives. You bring with you:

• Tertiary qualifications, preferably in finance
• RG146 favourable but not mandatory
• Experience in equities, banking or insurance (front-office, middle-office or back-office)
• Excellent Microsoft Excel skills along with the aptitude to learn new systems (e.g. Bloomberg)
• Ability to prepare financial reports and budgets
• Above average written and verbal communication skills
• Corporate presentation
• Client service focus and good attention to detail
• Excellent time management skills

This opportunity will suit a person that has previously worked in the stockbroking, banking and/or insurance industries who wants to maintain their exposure to the markets in a part time role.

Qualifications, Education & Training Requirements

• Tertiary qualifications in business, environment or relevant fields

Desirable Criteria

• Experience within the sustainability industry or working on a sustainable product
• Understanding of carbon offsetting

How to Apply

Please submit your application including a cover letter addressing the selection criteria (no more than 1.5 pages) and your CV including two referees by Thursday 2 August 2018.