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Sydney Change
Gumtree Sydney > Jobs > accounting / bookkeeping > Ad ID 165399609
 

Desk Assistant - Wealth Management
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Date Listed 30/10/2009
Address Sydney NSW, Australia
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A genuine global leader, this innovative and prestigious investment bank currently has an opportunity for an experienced Desk Assistant to play a pivotal role in their Wealth Management Division. You will be responsible for the client management and administration for a team of Investment Advisors.
 
 
Your main duties will include but are not limited to:
 
  • Timely management of equity settlement obligations
  • Management of corporate actions
  • Facilitation of order execution and quote requests
  • Maintaining the client relationship by servicing customer accounts, handling correspondence and queries

The successful candidate MUST have Equity product knowledge. The key background and skills the client is looking for is:

  • Previous experience in a similar role is ESSENTIAL
  • Strong organisational & communication skills
  • Experience of IRESS and Bloomberg is advantageous
  • Ideally RG 146 compliant
  • Advanced knowledge of Microsoft Office

If you have experience as a DA please forward your resume to jwhealans@smfrecruitment.com.au or call John on 02 9222 8726.

 

 
 
Apply Now : http://jobadder.com/Portal/JobApplication.aspx?Job=278111&Source=62de0321-4b8a-4d82-8318-00a0ace07815

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