Trading Assistant

vor 4 Wochen

City of Melbourne, Österreich Orla Rose Associates Vollzeit

Institutional Dealing Support Reports to: Head of Institutional Sales Team: Institutional FX Sales Location: Sydney The Role The successful candidate will work closely with the front office team on all trading support functions, acting as a key point of contact internally (for settlements and sales teams) and externally (clients). The ideal candidate will be proactive, able to multitask, and thrive in a fast-paced, high-performing environment. This role also offers the potential to progress into a front-office position over time. Key Responsibilities Onboarding Manage the client onboarding process, acting as an intermediary between internal compliance and clients/prospects. Coordinate document collection, KYC verification, and account setup. Post-Onboarding Serve as a main point of contact for existing institutional clients. Handle portal-related queries and day-to-day payment or settlement issues. Support account management activities for Strategists and Dealers. Conduct platform demonstrations and assist with client training sessions. Dealing Support Provide pre- and post-trade assistance to clients and dealers. Ensure smooth execution and settlement of trades, including monitoring deadlines and liaising with the settlements team. Track and resolve missing or delayed payments (e.g., MT103 follow‑ups). General Support the dealing and strategy teams with administrative and compliance‑related tasks, including: Credit requests and document management. Trade monitoring and reporting. Audit and compliance review coordination. Identify and propose process improvements to increase efficiency and accuracy. Skills and Requirements Strong communication and interpersonal skills. Proven experience dealing with internal and external stakeholders at a senior level. Excellent organisational and time management skills, with the ability to prioritise competing tasks. High attention to detail and accuracy under pressure. Ability to work collaboratively across teams and contribute to process enhancement initiatives. #J-18808-Ljbffr

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