Wealth Management Office Assistant

5 months ago

Sydney, Australia Anton Murray Consulting Full time

Sydney- Wealth Management- Contract or TemporaryOur client is a leading global investment bank with a focus on providing individuals and institutions with strategic advice and helping then implement these strategies through effective guidance and execution.

A key function of this role is providing operational support to the Sydney wealth management department through conducting administrative, operational, and compliance functions within a high-volume and time-critical environment.

**Responsibilities**:

- Provide administrative support to NSW State Manager & Administration Manager.
- Support administration of the entire office.
- Supporting administration of events.
- Assist with co-ordination of branch events, client events, seminars, research, and company presentations including room bookings, RSVPs, arranging catering/refreshments, multimedia etc.
- Co-ordinating interstate visitors.
- Managing branch inbox, responding to queries from various teams.
- Travel booking for management and assisting other staff, as required.
- Compile and reconcile expense. claims for Management and assisting other staff, as required.
- Maintaining leave register for all staff; performing monthly reconciliation of leave register vs leave entered in Workday system.
- Processing invoice requests from front office staff, liaising with Finance team as required.
- Maintaining organizational charts, phone lists, floorplans.
- Updating internal systems or relevant teams, as required.
- Document management; storing, filing, and archiving of client and management documents.
- Distribute daily open order trade report.
- Assisting with processing new hires or leavers for Sydney office.
- Assist with administering Advisor leaver process, including code setup.

**Qualifications/Experience Desired**
- Tertiary degrees highly preferred, especially those within commerce-related fields.
- Prior exposure to financial services preferred, though recent graduates with mínimal exposure will still be highly considered.

**Key Competencies/Skills**
- Knowledge of switchboard operations and telephone equipment.
- Excellent customer service and telephone manner.
- Great organisation skills and ability to maintain files.
- Well-developed IT literacy, database, and analytical skills.
- Knowledge or interest in financial markets and the wealth management/financial planning industry - highly desirable.
- Understanding of compliance and legal requirements pertaining to our client.
- Administrative experience preferred.
- Experience within a broking environment highly desirable.

**Personal attributes/Interpersonal skills**:

- Excellent communication skills critical.
- Flexible attitude and ability to remain calm under pressure.
- Communicate clearly and professionally in written and oral forms to both internal and external clients.
- Proactive, punctual and reliable.
- Professional presentation and strong attention to detail.
- Strong interpersonal skills.
- Strength in organizational abilities and time management.
- Self-motivated and strong use of initiative, ability to prioritise and multi-task.

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