| |
Financial Dealer Assistant
Alternative Titles:
Money Market Clerk, Scrip Clerk, Securities Clerk, Stockbroker's Clerk
Financial dealers' assistants assist stockbrokers and
stockbroking firms in buying and selling shares, handling
share certificates, research and investment advising.
Financial dealers' assistants may perform the following
tasks:
- record sales documentation received from clients and
other stockbroking firms
- check the validity of documents and facilitate share
transaction settlements
- collate, buy and sell contract notes and despatch them
to clients
- process sales and draw cheques
- contact share registries and process dividends
- record data and undertake electronic transfer of
securities
- assist in research for advice to clients.
Financial dealers' assistants may be employed in any of the
following areas: dividends, accounts, scrip (share
certificates) research, money markets and investment advice.
In a large firm they may work in only one of these fields,
whereas, in a smaller firm an assistant's work may include
tasks in several of these areas.
Financial dealers' assistants may specialise as a
Para Planner who assists financial planners and
other finance professionals by providing technical assistance
to them, such as conducting research on listed securities,
managed funds, market conditions and government regulations.
They may also assist financial planners in preparing financial
plans and client reviews.
Required Skills - Financial Dealer Assistant
- able to make calculations quickly and accurately
- able to work independently and under pressure
- able to work as a team player
- good communication skills
- an aptitude for research and financial writing
- flexible
Similar Jobs - Financial Dealer Assistant
Find work - Financial Dealer Assistant
Job Search - Financial Dealer Assistant
|
|
