Desk Assistant

Location: Melbourne CBD, Victoria
Contract Type: Contract
Specialisation: Banking & Financial Services
Salary: AU$60000 - AU$75000 per annum
REF: BBBH95081_1507099568

The Company

My 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 roles.

They currently seek a talented DA to work with 3 senior advisers whose client base is solely institutional.

The Role

  • Provide support to 3 advisers and perform account maintenance, trade settlement and portfolio reporting.
  • Establish and maintain client accounts and produce portfolio updates.
  • Attend client functions as you act as a key point of contact for the business.
  • Liaise extensively with clients and provide them with comprehensive investment information.
  • Liaise with trading desks to obtain stock quotes.
  • Develop marketing materials to build a portfolio of new clients.

The Candidate

Candidates with previous Dealers Assistant, adviser support (from either a stockbroking or financial planning background) or investment operations experience will be highly regarded. In addition, top tier candidates will also possess:

  • RG146.
  • A mature, professional attitude, with an ability to self-manage.
  • The confidence to adapt to a fast paced and demanding environment.
  • Superior time management and a strong client focus.
  • Strong teamwork skills.

To apply for the role, please do so online. Alternatively, you can contact Andrew Douglas on (03) 86291001.