Desk Assistant

Location: Melbourne CBD, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$60000 - AU$80000 per annum
REF: BBBH221745_1525762811

Our client are a well-established stock broker whose growth has seen them create a new role as a Desk Assistant. In this role, you will be supporting 4 advisors across a wholesale desk.


Key Responsibilities

  • Provide support to 4 advisors on the wealth desk and perform account maintenance.
  • Effectively manage internal and external stakeholders and provide them with comprehensive investment information.
  • 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.
  • Liaising with share registries and margin lenders.

The successful candidate will demonstrate:

  • Experience within the investment operations 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.