Sydney Wealth Management Assistant Professional

4 days ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time

Wealth management is a vital part of the financial services industry, and this role offers an exciting opportunity to join Anton Murray Consulting in Sydney.

The ideal candidate will have 1–3 years of administration experience in a corporate or financial services environment. A tertiary degree in commerce-related fields is highly preferred, but recent graduates with minimal exposure are still highly considered.

This role provides operational support to the wealth management department through conducting administrative, operational, and compliance functions within a high-volume and time-critical environment.

Responsibilities include:

  • Providing administrative support to NSW State Manager & Administration Manager.
  • Supporting the administration of the entire office.
  • Coordinating events, client events, seminars, research, and company presentations.
  • Managing branch inbox, responding to queries from various teams.
  • Travel booking for management and assisting other staff as required.
  • Compiling and reconciling expense claims for Management and assisting other staff as required.
  • Maintaining leave registers for all staff and performing monthly reconciliation of leave registers vs leave entered in Workday system.
  • Processing invoice requests from front office staff and liaising with Finance team as required.
  • Maintaining organizational charts, phone lists, and floor plans.
  • Updating internal systems or relevant teams as required.
  • Document management; storing, filing, and archiving of client and management documents.

A competitive salary package of around $65,000 - $75,000 per annum is available for this role, reflecting the responsibilities and requirements outlined above.

This is an excellent junior-level opportunity for anyone interested in wealth management and stockbroking. The role has the scope to evolve into a more technical position within the team.

  • Sydney Wealth Management Assistant

    5 days ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Unlock Your Potential in Wealth ManagementWe are seeking a highly skilled and organized Wealth Management Assistant to join our dynamic team at Anton Murray Consulting.As a Wealth Management Assistant, you will play a critical role in supporting the Sydney wealth management department by providing exceptional administrative support. You will be responsible...

  • Wealth Management Professional

    1 week ago

    Sydney, New South Wales, Australia BDO Full time

    We are seeking a Wealth Management Professional to join our Private Wealth team in Sydney.Our team provides holistic strategic and investment advice to clients, helping them protect and grow their wealth.This role will include:Developing and implementing personalized wealth management strategiesProviding expert advice on investments, retirement planning, tax...

  • Wealth Management Professional

    4 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth Management ProfessionalAbout the Role:We are seeking a highly skilled and experienced Wealth Management Professional to join our team at Anton Murray Consulting. As a key member of our Financial Services team, you will be responsible for providing exceptional client service and support to our clients in the Sydney area.Key...

  • Wealth Management Assistant

    1 month ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth Management Office AssistantAnton Murray Consulting is seeking a highly organized and detail-oriented Wealth Management Office Assistant to join their team in Sydney. As a key member of the wealth management department, you will provide administrative support to the NSW State Manager and Administration Manager, ensuring the smooth operation...

  • Wealth Management Professional

    3 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney Advisory RoleA leading global wealth management advisory firm is seeking an experienced team leader to manage a group of associate advisers and provide front office and risk support in their Sydney office.Key responsibilities include:Mentoring and training associate advisers in the Sydney officeEnhancing procedures and processes for the teamSupporting...

  • Wealth Management Support Professional

    1 week ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    About the RoleAnton Murray Consulting is seeking a highly organized and administrative skilled Wealth Management Support Professional to join our team in Sydney.

  • Wealth Management Professional

    3 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Anton Murray Consulting - Wealth ManagementRole Summary:We are seeking a highly organized and detail-oriented Wealth Management Professional to join our team at Anton Murray Consulting. As a key member of our private wealth management team, you will be responsible for providing exceptional client service, ensuring seamless day-to-day operations, and...

  • Wealth Management Professional

    4 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth Management ProfessionalJob Summary: We are seeking a highly skilled and experienced Wealth Management Professional to join our team at Anton Murray Consulting. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients in the wealth management industry.Key Responsibilities:Assist...

  • Wealth Management Professional

    4 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth Management ProfessionalAbout the Role:We are seeking a highly skilled and experienced Wealth Management Professional to join our team at Anton Murray Consulting. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients in the wealth management sector.Key Responsibilities:Assist...

  • Wealth Management Professional

    4 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth Management ProfessionalJob Summary: We are seeking a highly skilled Wealth Management Professional to join our team at Anton Murray Consulting. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients in the wealth management industry.Key Responsibilities:Assist in the...

  • Wealth Management Support Professional

    4 days ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Anton Murray Consulting is seeking a highly skilled and detail-oriented Wealth Management Support Professional to join their team in Sydney.Estimated Salary: AU$60,000 - AU$80,000 per annum.About the RoleThis role involves providing administrative support to Private Client Advisers and their clients in a fast-paced environment. The successful candidate will...

  • Wealth Manager

    2 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth ManagementCompany: Anton Murray ConsultingWe are seeking a highly skilled Wealth Manager to join our team in Sydney. As a Wealth Manager, you will be responsible for providing exceptional client service and support to our clients in the development, preparation, and implementation of financial advice and investment proposals.Key...

  • Strategic Wealth Advisor

    4 days ago

    Sydney, New South Wales, Australia Click and Connect Online Limited Full time

    About Independent Resourcing Consultancy LtdWe are a premier financial services firm seeking an experienced and highly motivated Wealth Manager to join our dynamic team in Sydney, Australia.Salary and BenefitsThe successful candidate can expect a competitive salary of approximately $150,000 per annum, plus performance-based incentives. Comprehensive health...

  • Wealth Management Assistant

    4 weeks ago

    Sydney, New South Wales, Australia Keegan Adams Recruitment Full time

    About the RoleWe are seeking a highly organized and detail-oriented Wealth Management Assistant to join our team at Keegan Adams Recruitment. As a key member of our wealth management team, you will provide administrative support to our financial advisors, ensuring seamless client experiences and efficient operations.Key Responsibilities:Prepare and review...

  • Wealth Management Professional

    1 month ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth ManagementOur client, a leading Private Wealth Manager, is seeking a highly skilled and experienced Wealth Management Desk Assistant to join their team.Key Responsibilities:Provide exceptional support to Private Client Advisors and their clients in a high-volume, time-critical environment.Distribute new account documents and notifications...

  • Wealth Management Professional

    4 days ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Wealth ManagementAbout the RoleAnton Murray Consulting is seeking an experienced Wealth Management professional to join their Sydney or Melbourne team as a KYC Periodic Review Associate. The ideal candidate will have wealth management experience and a strong understanding of UK FSA regulations and Australian regulations.Key Responsibilities:Support...

  • Wealth Management Solutions Associate

    4 days ago

    Sydney, New South Wales, Australia Ares Management Corporation Full time

    Ares Wealth Management Solutions - Sales and Product Support OpportunityWe are seeking a highly skilled Sales and Product Support Specialist to join our team at Ares Wealth Management Solutions in Australia. This is an exciting opportunity for a talented individual to play a key role in supporting the distribution efforts and management of our range of...

  • Administrative Assistant

    1 week ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    **Job Summary:**We are seeking an administrative professional to provide support to our Sydney wealth management team. The successful candidate will have 1-3 years of experience in administration and a strong background in financial services.**Key Responsibilities:**Provide administrative support to the NSW State Manager and Administration Manager.Support...

  • Wealth Management Administrator

    1 month ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth Management OfficeWe are seeking a highly organized and detail-oriented individual to join our Wealth Management team in Sydney. As an Administrative Support Specialist, you will provide operational support to the NSW State Manager and Administration Manager, ensuring the smooth day-to-day functioning of the office.Key...

  • Wealth Management Assistant

    3 weeks ago

    Sydney, New South Wales, Australia Keegan Adams Recruitment Full time

    About the RoleWe are seeking a highly motivated and organized Wealth Management Assistant to join our team at Keegan Adams Recruitment. As a key support role, you will be responsible for providing administrative assistance to our financial advisors, ensuring seamless delivery of our services to clients.Key Responsibilities:Prepare and present client...