Junior Wealth Management Coordinator

4 days ago


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

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 Overview

The 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.
Required Skills and Qualifications
  • 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.
Benefits and Growth Opportunities

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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