Junior Wealth Management Coordinator
4 days ago
Wealth management in Sydney is a dynamic field that requires exceptional administrative support. As a Junior Wealth Management Coordinator, you will play a crucial role in ensuring the smooth operation of our client's Sydney office.
Job OverviewThe ideal candidate will have 1-3 years of administration experience in a corporate or financial services institution. A tertiary degree in commerce-related fields is highly preferred, and prior exposure to financial services is beneficial but not necessary.
Key Responsibilities- Provide operational support to the NSW State Manager and Administration Manager.
- Support the administration of the entire office, including events, travel bookings, and expense claims.
- Manage branch inboxes, respond to queries from various teams, and maintain leave registers.
- Process invoice requests, update internal systems, and document management.
- Excellent customer service and telephone manner.
- Great organisation 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.
This is a junior-level opportunity for candidates interested in wealth management and has the scope to evolve into a more technical role within the team.
The estimated salary for this position is AU$60,000 - AU$80,000 per annum, depending on experience.
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Junior Wealth Management Administrator
2 days ago
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Wealth Management Assistant
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Administrative Assistant
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Sydney Wealth Management Assistant
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