Associate (Sydney)
Core
Provide administrative and client management support to Investment Advisers to ensure optimal client service experience.
Role type
Associate Wealth Management Operations
Builds
Client portfolios, investment proposals, and marketing events for Australian private wealth clients
Domain
Australian Private Wealth Management
Deliverable
client delivery
Required skills
client onboarding, portfolio administration, settlement management, corporate action management, order execution coordination, client query resolution, data entry, correspondence handling, file maintenance, telephone support, service delivery reporting, pitch document preparation, event coordination
Preferred skills
Anti-Money Laundering/Know Your Client experience, RG146 accreditation, Level 1 & Level 2 Derivatives accreditation
Technologies
Avaloq
Responsibilities
On-board clients and maintain account administration; manage settlement obligations including funds, securities, margin calls, and asset transfers; liaise with Operations for cash/stock transfers and trading execution; assist with client queries and initiate corrections; prepare information for Investment Advisers; manage client files in Avaloq; handle incoming/outgoing correspondence; provide telephone assistance; report on service delivery and mandate compliance; assist with investment proposals and pitch documents; coordinate client functions and marketing events; provide team support and ad hoc reception coverage
Seniority
Junior, hands-on IC