Team Leader- Stockbroking Operations

• Melbourne CBD offices
• Amazing workplace culture with supportive leadership
• Opportunity to build a career

Why is this role for me?

• Full-time/Permanent position
• An amazing opportunity to make a difference work within the workplace
• Great culture and supportive management
• Melbourne - CBD Location

Why is this a great company to work for?

Our client is a leading and highly respected Stockbroker/Wealth Management Company with a reputation of being a leader in their field who continues to grow from strength to strength. As a result of this continued strong growth, they have an immediate need for a Team Leader within the Stockbroking Operations division. This role will complement someone who has a passion for financial markets and a desire to build their career further.

What is the role?

Responsibilities:

• Ensure that service excellence is consistently maintained
• Ensure that client requests are actioned in a timely manner whilst satisfying all applicable business rules and compliance obligations
• Ensure all platform administration tasks are reviewed and corrected within service levels.
• Proactively attend to escalated matters
• Team planning and people management – provide regular feedback to team members
• Personal ownership and responsibility of the team's daily operations in achieving business outcomes

Platform Administration

• Account cost-base reconstructions.
• Reconciliations of client holdings, including equities, cash, and other asset types.
• Periodic client reporting, including annual tax reporting, from generation through to distribution.
• Provide support to other areas within the team in times of increased workload.
• Ad-hoc payment processing.

Corporate Actions Processing

• Overall management of corporate action events.
• Processing of corporate action payments on behalf of clients.
• Reconciling holdings post corporate action completion.
• Processing & reconciling dividends and distributions.

What skills do I need for the role?

You are a proven Team Leader who has managed a successful operations team. You thrive in a dynamic, growing business and bring a result orientated mindset to all that you do. You also have a strong knowledge of Financial Services, with excellent communication skills, problem-solving skills, and attention to detail. You are a strong leader and have experience working in a busy, fast paced, and dynamic environment.

You also have:

• Solid understanding of stockbroking processes
• Experience managing a small team ideally as a team leader or 2IC
• Experience with a portfolio administration system would be highly desirable
• Proven ability to prioritise work, meet agreed deadlines
• Computer literacy in Microsoft applications (intermediate Microsoft Outlook, Excel & Word)
• Excellent communication skills
• Completed diploma/degree in a related field preferred.

This role will allow you to utilise your experience and add value to a highly regarded firm. If you have the skills listed above, and this sounds like the role for you, Apply Now! Or call Paul Richardson on 0421 744 322