Business Support

2 weeks ago

Mount Gambier, Australia Anton Murray Consulting Full time

Overview

Wealth Management

Our client is one of the largest wealth management firms in the world, seeking a Business Support Associate to join their team in Adelaide. A motivated individual who thrives under pressure and can meet tight deadlines to drive the efficiency of administrative processes, ensuring compliance, and fostering effective communication across national teams.

Key Responsibilities:

- Operational Support, managing the national wealth inbox, addressing queries from various teams
- Greet clients upon arrival and answer main switch in a cordial, professional and timely manner.
- Support the coordination of Corporate Actions and Initial Public Offerings (IPOs).
- Ensure adherence to regulatory standards, including Know Your Client (KYC) and Anti-Money Laundering (AML) requirements.
- Assist with FATCA (Foreign Account Tax Compliance Act) reporting obligations.
- Manage and process Sophisticated Investor Certificates (SOPs).
- Maintain arrival area, meeting rooms and client kitchen.
- Oversee national Financial Advisor (FA) dashboard send-outs and IT requests (e.g., securID, BYOD).
- Organize and coordinate branch events, client events, seminars, and corporate presentations
- Reception Management – manage office supplies including ordering and monitoring usage.
- Scanning including storage, filing and archiving of all scanning documents.
- Correspondence – timely distribution of all faxes (incoming and outgoing), distribution of Australia Post Mail, monitor correspondence in conjunction with Branch Manager to ensure adherence to Correspondence Policy.
- Provide Back up to Administration Manager as required (this can include managing the branch cheque handling procedures, processing of branch expenses).

Key Skills/Knowledge:

- Knowledge of switchboard operation and telephone equipment.
- Well-developed IT literacy, database and analytical skills.
- Relevant Office skills studies highly regarded.
- Front office administrative and/or operations experience preferred.
- Excellent communication and influencing skills.
- Ability to work under pressure and to tight timeframes within a team.
- Goal-oriented with demonstrated drive and initiative.
- Communicate clearly and professionally in written and oral forms to both internal and external clients.
- Positive attitude, Proactive, punctual and reliable.
- Professional presentation and strong attention to detail.
- Strong interpersonal skills – Ability to work and interact with a variety of people.
- Strength in organizational ability and work unsupervised.
- High level of initiative, ability to prioritise and multi-task.

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