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Wealth Management Office Administrator
2 months ago
We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Anton Murray Consulting. As a key member of our Sydney office, you will provide operational support to our Wealth Management department, ensuring the smooth day-to-day functioning of our office.
Key Responsibilities- Provide administrative support to the NSW State Manager and Administration Manager, including managing their schedules, coordinating travel arrangements, and handling correspondence.
- Support the administration of the entire office, including maintaining files, updating internal systems, and performing data entry tasks.
- Coordinate events, seminars, and client meetings, including room bookings, RSVPs, and catering arrangements.
- Assist with the coordination of branch events, client events, seminars, research, and company presentations.
- Manage the branch inbox, responding to queries from various teams and ensuring timely resolution of issues.
- Travel booking for management and assisting other staff as required.
- Compile and reconcile expense claims for Management and assisting other staff as required.
- Maintain leave registers for all staff, performing monthly reconciliation of leave register vs leave entered in Workday system.
- Process invoice requests from front office staff, liaising with the Finance team as required.
- Maintain organizational charts, phone lists, and floor plans.
- Update internal systems or relevant teams as required.
- Document management, storing, filing, and archiving of client and management documents.
- Distribute daily open order trade reports.
- Assist with processing new hires or leavers for the Sydney office.
- Assist with administering Advisor leaver process, including code setup.
- 1-3 years of prior administration experience in a corporate or financial services institution.
- Tertiary degrees highly preferred, especially those within commerce-related fields.
- Prior exposure to financial services preferred, though recent graduates with minimal exposure will still be considered.
- Excellent customer service and telephone manner.
- Great organization 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.
- 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 prioritize and multi-task.
We are a leading recruitment agency specializing in finance and accounting placements. Our team of experts has extensive knowledge of the industry and a proven track record of delivering high-quality candidates to our clients.
