Desk Assistant

Location: Melbourne CBD, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$65000.00 - AU$75000.00 per annum
REF: BBBH223914_1531380556

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.