Current jobs related to Sydney Wealth Management Assistant Professional - Sydney, New South Wales - Anton Murray Consulting

  • Sydney Wealth Manager Professional

    4 weeks ago

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

    **Career Opportunity:** Experienced Independent Financial Advisor Wanted in Sydney, AustraliaAt Click and Connect Online Limited, we are seeking an accomplished and dedicated Independent Financial Advisor to join our esteemed team in Sydney, Australia.Job Overview:Industry: Wealth ManagementLocation: Sydney, AustraliaWe are a reputable wealth management firm...

  • Private Wealth Management Professional

    1 month ago

    Sydney, New South Wales, Australia Salt Recruitment Full time

    At Salt Recruitment, we're partnering with a leading financial institution to find an experienced Private Wealth Management professional. This is a fantastic opportunity to work for Australia's premier Private Wealth Management company based in Sydney.The role involves case managing new onboarding requests, liaising with and supporting Advisers and Analysts...

  • Wealth Management Professional

    2 months 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 Support Professional

    1 month 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...

  • Strategic Wealth Advisor

    1 month 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 Professional

    1 month 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...

  • Senior Financial Planner

    2 weeks ago

    Sydney, New South Wales, Australia Hoxton Wealth Full time

    About Hoxton WealthHoxton Wealth is a leading international financial advisory firm dedicated to helping clients achieve financial security and growth through tailored, holistic solutions. With offices around the globe, we bring a unique perspective to wealth management, combining local expertise with global reach.We are seeking an experienced Senior...

  • Sydney Wealth Management Event Coordinator

    1 month ago

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

    Anton Murray Consulting is a leading recruitment agency in Sydney, seeking an experienced Event Manager to join their Wealth Management team on a 12-month contract.This role plays a pivotal part in the marketing support provided to the business. It collaborates with the Head of Marketing to deliver a wide range of events that support the strategic...

  • Sydney Wealth Management KYC Specialist

    4 weeks ago

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

    Wealth management is a highly specialized field that requires a unique blend of financial acumen and regulatory expertise.Anton Murray Consulting is seeking an experienced KYC Periodic Review Officer to join their Sydney Account Management Team, supporting all operational processes for CIP KYC and PEP reviews.This role involves reviewing documentation...

  • Senior Wealth Management Advisor

    4 weeks ago

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

    About the RoleWe are seeking an experienced Senior Wealth Management Advisor to join our team in Sydney. As a key member of our advisory team, you will be responsible for leading a team of Associate Advisers and providing front office and risk support to the business.Key Responsibilities:Lead and mentor a team of Associate Advisers in the Sydney...

  • Administrative Coordinator for Private Wealth Management

    4 weeks ago

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

    **About the Role**This is a fantastic opportunity to work with a leading Australian wealth management advisory firm.The Administrative Coordinator will be responsible for supporting the Head of Wealth / Head of Advice and the Private Wealth management leadership team with administrative tasks, event planning, and Dealer Assistant duties as back up when...

  • Junior Wealth Management Administrator

    4 weeks ago

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

    Anton Murray Consulting is seeking a highly skilled Junior Wealth Management Administrator to join their Sydney office.As a key member of the team, you will provide exceptional administrative support to the NSW State Manager and Administration Manager.This role offers an exciting opportunity for recent graduates or those with 1-3 years' experience in...

  • Experienced Financial Strategist Wanted

    4 weeks ago

    Sydney, New South Wales, Australia Hoxton Wealth Full time

    About the RoleWe are seeking a skilled and dynamic Financial Advisor to join our established Sydney team at Hoxton Wealth. In this role, you will work collaboratively within an existing group of professionals to service a portfolio of clients, while also expanding and refining our approach to comprehensive financial planning.This position offers the...

  • Senior Wealth Management Officer

    1 month ago

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

    Sydney, AustraliaJob Description:We are seeking an experienced Senior Wealth Management Officer to join our client's Sydney Account Management Team. The ideal candidate will have a strong background in wealth management, retail broking, and client onboarding with experience in KYC and AML processes.Key Responsibilities:Support operational processes for...

  • Administrative Support Specialist

    4 weeks ago

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

    Job SummaryWe are seeking a highly organized and administrative professional to provide operational support to our Sydney wealth management department.About the RoleThis is a junior-level opportunity for candidates interested in Wealth Management/Stockbroking with the scope to evolve into a more technical role within the team. As an Administrative Support...

  • Senior Financial Planning Specialist

    7 days ago

    Sydney, New South Wales, Australia Hoxton Wealth Full time

    About the RoleWe are seeking a seasoned Financial Advisor to join our Sydney team at Hoxton Wealth. This role offers a unique opportunity to leverage your expertise in holistic financial planning and enhance client relationships.

  • Senior Wealth Management Specialist

    7 days ago

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

    Click and Connect Online Limited is a leading wealth management firm in Sydney, Australia.We offer an attractive salary package of $120,000 - $150,000 per annum, commensurate with experience.Job DescriptionThis role involves providing expert financial advice to clients, helping them achieve their financial objectives and secure their financial futures.You...

  • Business Development Associate for Private Wealth Channel

    4 weeks ago

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

    Ares Management Corporation is seeking a highly skilled Business Development Associate to support the distribution efforts and management of alternative strategies in the private wealth channels. This role will play a key part in helping drive business growth and development across Australia and New Zealand.Key Responsibilities:Assist senior business...

  • Financial Services Professional

    4 weeks ago

    Sydney, New South Wales, Australia Fitzgerald Jenkins Recruitment Full time

    Company OverviewFitzgerald Jenkins Recruitment is a leading recruitment agency specializing in financial services. Our team has extensive experience in matching talented professionals with top-tier clients in the wealth management industry.

  • Strategic Wealth Management Operations Specialist

    4 weeks ago

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

    At Anton Murray Consulting, we are seeking an experienced Wealth Management Business Analyst to join our client, a leading global wealth management firm. Located in Sydney, this contract or temporary role offers the opportunity to work on a client experience project as a Business Analyst for an initial 12-month period.The ideal candidate will possess prior...

Sydney Wealth Management Assistant Professional

1 month 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.