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We’re currently on the lookout for…

Senior Accolade Portfolio Administrator - Melbourne

Are you an experienced portfolio administrator or similar looking for your next challenge and ready to drive your career forward? Do you like taking an innovative approach to challenging the status quo? If this sounds like you, we’d love to hear from you.

We’re expanding our operations in our Melbourne offices and are seeking an experienced Portfolio Administrator to join our Accolade team. As a senior and experienced team member you’ll be assisting the Accolade Administration Manager refine our product and take it to the next level as we look to develop it to meet the demands of our clients for now and into the future. This is very much a hands-on role utilising all your previous knowledge and experience to identify inefficiencies and drive change whilst still delivering on day-to-day responsibilities and promoting the product to internal stakeholders.

Your Skills and Expertise

  • Broad experience across the daily roles and responsibilities involved in providing a portfolio administration service or wrap service.
  • Extensive knowledge of third party and Fintech products and solutions.
  • Proven experience in generating ideas for improvements to systems and processes.
  • Strong analytical and problem-solving skills, including the ability to drive change and enhance controls.
  • A desire to challenge the status quo and suggest out of the box solutions.
  • Experience building strong collaborative relationships with internal and external stakeholders.
  • Display and promote excellent client service and display empathy with issues facing the end client.
  • Team player working well within a team and the broader organisation towards a common goal.

To apply for this opportunity, email a copy of your resume and cover letter to CGAU.HR@cgf.com

Applications will close COB 15 June 2021.

 

Middle Office Administrator - Melbourne

Our Trade Support and Settlements team is looking for a driven professional to join our Middle Office function in Melbourne. This is a unique opportunity to join our growing business, providing exceptional support to our Capital Markets and Wealth Management businesses.

Duties and Responsibilities will include:

  • Process and oversee cash and stock settlements for on-market and IPO/placement transactions
  • Process domestic retail and institutional equity bookings and post-trade matching
  • Ensure compliance with internal processes, procedures, and external regulatory requirements throughout
  • Monitor the company Intranet work platform and Middle office inbox.
  • Maintain bank accounts for Straight Through Processing and liaise with external settlement agent for cash settlements, unallocated funds and charging of direct debit dishonours.
  • Update banking details for Placements, or client signed instructions ensuring all identification checks are completed and outbound calls are adhered to.
  • Provide bookings and settlement support for the international team.
  • Complete registry searches, electronic (451) and manual (12a)
  • Archiving documents to electronic document storage program.
  • Assisting the business with ad hoc administrative requests where required
  • Know and adhere to AML/CTF (Austrac), ASX rules and Corporations Act Requirements.

Your Skills and Expertise

  • Prior experience within financial services in either a front or back office role.
  • High level exposure to various settlement requirements including new accounts, stock, cash, bookings, and client services.
  • Highly adaptable with an appetite for learning.
  • Ability to work in different systems concurrently.
  • High level of organisational skills that enable deadlines to be met and multiple functions to be managed throughout the course of the day.
  • Demonstrated ability to use initiative and be self-managed, whilst working as part of a supportive and coordinated team.
  • Strong attention to high quality work.

To apply for this opportunity, email a copy of your resume and cover letter to CGAU.HR@cgf.com


Adviser Assistant - Melbourne

We have an opportunity for an Adviser Assistant to join our Wealth desk in Melbourne. In this role, you will support a team of Advisers and be integral to the smooth and efficient running of their business.

Duties and Responsibilities will include:

  • Manage the day-to-day administration and operational needs of your allocated Advisers’ businesses;
  • Supporting Advisers with market trading and order management;
  • Supporting Advisers with over-flow of phone calls and other client communications;
  • Assisting clients with administration based queries regarding their trades and accounts;
  • Preparation and management account administration documents such as account opening documents, account updates, off-market/broker transfers, corporate actions, estates, super funds and trusts;
  • Assist with market related administration, portfolio and transaction preparation;
  • Provide back up support to Adviser Assistants by assisting their Advisers during periods of leave and with over-flow of work;

Your Skills and Expertise

  • Minimum of 1 – 2 years’ experience in a stockbroking, back office or Financial Services role is required;
  • Possession of RG146 accreditation is highly desirable;
  • Knowledge of a wealth management and/or stockbroking systems and IRESS highly regarded;
  • The ability to prioritise, multi-task and meet strict deadlines;
  • Client service focused with excellent interpersonal skills, including building rapport with clients;
  • Demonstrated initiative with the ability to work under minimal supervision.

To apply for this opportunity, email a copy of your resume and cover letter to CGAU.HR@cgf.com

Applications close COB June 11.

 

Established Wealth Advisers

At Canaccord Genuity we’re focused on helping our Advisers build a sustainable long-term wealth business, rather than meeting monthly financial targets. We offer the opportunity to learn from other experienced Advisers in our firm and lean on them for advice and support when required.

As a Canaccord Genuity Wealth Adviser you will be provided with a supportive and accommodative work environment that allows you to work autonomously or as part of a team. You can also work where and how you want using our remote working capabilities.

Canaccord Genuity is one of Australia’s leading stockbroking and financial services firms. We have a true national presence with 8 offices nationwide, a powerful advisory team and highly respected institutional, corporate finance and equities research teams. As an equal opportunity employer, we’re committed to creating a diverse and inclusive workplace.

Canaccord Genuity Wealth Advisers have access to:

  • Best-in-breed technology platform solutions
  • Expert support in Superannuation and Financial Planning
  • A leading Wealth Management website and app for your clients
  • Wealth focused publications and seminars for your clients
  • An attractive remuneration structure

Our range of employee benefits support a healthy work/life balance for our staff. These include remote work-stations, flexible working conditions, paid parental leave, paid Dad and Partner Leave and the ability to purchase additional leave, to name just a few.
 
With flexibility comes choice. If you have an established Wealth Advisory business we’d like to talk to you, regardless of where you would like your business to be based.

Please contact us at CGAU.HR@cgf.com if you think you're a great fit for this role and would like to confidentially discuss joining our team.

 

Established Stockbrokers / Equity Advisers / Private Client Advisers

Grow your revenue and take your established business to the next level on Canaccord Genuity's Adviser platform. In addition to a highly attractive remuneration structure, we offer our Advisers a range of business development and support services to use as required. You’ll also be able to work where and how you want using our remote working capabilities.

Canaccord Genuity is one of Australia’s leading stockbroking and financial services firms. We have a true national presence with 8 offices nationwide, a powerful advisory team and highly respected institutional, corporate finance and equities research teams. As an equal opportunity employer, we’re committed to creating a diverse and inclusive workplace.

Canaccord Genuity Advisers have access to:

  • A quality in-house research team with strong industry knowledge and technical skills
  • Regular corporate finance deal flow
  • Best-in-breed systems and technology

Our range of employee benefits support a healthy work/life balance for our staff. These include remote work-stations, flexible working conditions, paid parental leave, paid Dad and Partner Leave and the ability to purchase additional leave, to name just a few.

With flexibility comes choice. If you’re an experienced Adviser with an established business we’d like to talk to you, regardless of where you would like your business to be based.

Please contact us at CGAU.HR@cgf.com if you think you're a great fit for this role and would like to confidentially discuss joining our team.