Your new company

Global bank and a leader in investment banking, securities, investment management and wealth management services. The role is within the Wealth Management business, which services HNW clients.

Your new role

• Gathering, verifying and disseminating information on Corporate Actions to Front Office and clients
• Collating client instructions for voluntary or elective events and instructing custodians in a timely manner to protect client entitlements
• Monitoring upcoming events until all details are finalised
• Reconciling client entitlements on internal systems against Custodian advices
• Liaising with custodians/brokers whenever necessary to resolve any discrepancies on entitlements received
• Crediting client entitlements in a prompt manner
• Liaise with transfer counterparties to negotiate and agree on transfer details and timeline
• Follow-up transfer cases to ensure smooth street settlement of the transfer
• Maintain and ensure that all trade documentation is properly filed and archived
• Liaise with custodians/counterparties/front office to resolve disputes and discrepancies.
• Internal asset transfers on clients’ portfolios and dealing with advisers, registries and custodians.
  
  

What you'll need to succeed

• Tertiary qualifications in a relevant discipline e.g. Commerce, Law, Accounting or similar
• Financial Markets operations, Wealth Management, Corporate Actions or Asset transfer experience
• Wealth Management or financial markets exposure
• Strong communication skills to effectively deal with stakeholders
• Self-motivated, quick learner and enthusiastic

What you'll get in return

There are two roles available, one on the asset transfer area and one in corporate actions. An excellent opportunity for an initial 12 month contract at a global bank with the potential for extensions or a permanent role. The team is newly formulated and has a good culture, working with great leaders. You will start in the office full-time and can move to hybrid once integrated into the role.

What you need to do now

Please apply now or email your CV to philip.lewis@hays.com.au to be shortlisted. Please ensure you have at least 1 year of work entitlements in Australia.