Administrative Support Specialist
12 hours ago
We 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 Specialist, you will be responsible for providing administrative, operational, and compliance functions within a high-volume and time-critical environment.
Key Responsibilities:- Provide administrative support to NSW State Manager & Administration Manager.
- Support administration of the entire office.
- Assist with coordinating branch events, client events, seminars, research, and company presentations.
- Coordinate interstate visitors and manage 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.
- Maintain leave register for all staff and perform monthly reconciliation of leave register vs leave entered in Workday system.
- Process invoice requests from front office staff, liaising with Finance team as required.
- Maintain organizational charts, phone lists, floorplans, and update internal systems or relevant teams as required.
- Document management, storing, filing, and archiving of client and management documents.
- 1-3 years prior administration experience in either 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 organisational 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.
The salary for this role is estimated to be around $60,000 - $70,000 per annum, depending on experience. We offer a range of benefits including opportunities for professional development and career advancement.
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