Wealth Management - Client Services & Dealers Assistant

Sydney
Wealth Management
Permanent

Our client is a leading Australian stockbroker that provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments.

A key function of the Client Services & Dealer Assistant role is the ability to deal confidently with Private Client Advisors and their clients in a high volume, time critical environment.

Experience in stockbroking or wealth management, client services, desk assistant or equity operations roles would be highly desirable.

RESPONSIBILITIES:
• Assist the advisors in the development, preparation and impl...