Account Set-up and Rebates Assistant (Account Opening)

We are currently seeking an Account Set-up and Rebates Assistant to join our Melbourne-based office.

Reporting to the APAC Account Set-up and Rebates Manager, your role is to open new accounts and to assist in the inception and ongoing maintenance of relationships with Third Party Introducers.

Job responsibilities

Account opening

  • Processing electronic and paper account applications of complex accounts in a timely manner, on a daily basis. This includes liaising with the Compliance team to ensure regulations are complied.
  • Setting up and processing changes to introducer details, commission templates, proxy accounts and L2 permissions.
  • Setting up PoA agreements.
  • Liaising with the sales teams, together with introducing brokers, in order to gather all relevant information and documentation to open new accounts.
  • Running daily and weekly reports in order to ensure that all accounts are set up in accordance with in-house procedures.

IB admin

  • Drafting, generating and checking IB contracts. Setting up new IBs on the system (intro codes, salesforce, qpids, proxy accounts).
  • Ensuring Sales Executives are staying within set parameters for offering deals.
  • Obtaining and approving the necessary KYC/AML documentation.
  • Assisting with the termination of introducing brokers.
  • Liaising closely with the Sales Director with regard to bespoke reports or projects needed for IBs.

Essential criteria

  • At least 12 months' experience within an administrative and customer service related role.
  • Previous work experience as part of a team.
  • Computer literate in Microsoft Word and Excel (Intermediate level).
  • Able to cope well under pressure.
  • Self-motivated and able to work at a consistently high standard.
  • Approach work with conscientiousness & integrity.
  • Has a logical and analytical approach and gives attention to detail.
  • Very well-organised with good time management skills.
  • Friendly individual who communicates effectively at all levels within the organisation - both in writing (email and correspondence) and orally (including face-to-face and telephone) and can remain patient.
  • Works well as a member of a team/will integrate easily with rest of the organisation.
  • Can raise any issues in a responsive and proactive manner.
  • Knowledge of AML/CTF requirements

If you are interested in this opportunity and feel that you have the relevant skills and experience, please send your CV to hr@igmarkets.com.au, together with a covering letter stating your current salary details.