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Sydney Financial Services Coordinator

1 month ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time
Job Description:

This role offers an exciting opportunity to join a leading global wealth management firm in Sydney as a Financial Services Coordinator.

The ideal candidate will possess 1-3 years of administration experience, preferably in a corporate or financial services institution. A tertiary degree, especially in commerce-related fields, is highly preferred.

Key Responsibilities:

  • Provide operational support to the Sydney wealth management department by conducting administrative, operational, and compliance functions in a high-volume environment.
  • Support the administration of events, including room bookings, RSVPs, catering, and multimedia arrangements.
  • Coordinate branch events, client events, seminars, research, and company presentations.
  • Manage branch inbox, respond to queries from various teams, and travel booking for management and staff.
  • Compile and reconcile expense claims for Management and assist other staff as required.
  • Maintain leave registers, perform monthly reconciliations, and process invoice requests from front office staff.
  • Update internal systems and relevant teams as required.

Required Skills and Qualifications:

  • Excellent customer service and telephone manner.
  • Great organizational skills and ability to maintain files.
  • Well-developed IT literacy, database, and analytical skills.
  • Prior exposure to financial services or recent graduates with minimal exposure will be considered.

Salary: $60,000 - $80,000 per annum

This is a tremendous junior-level opportunity for any candidates interested in Wealth Management/Stockbroking with the scope to evolve into a more technical role within the team.