Financial Services Operations Coordinator

4 weeks ago

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

Company Overview

Wealth Management Office Assistant at Anton Murray Consulting. Our client is a leading global investment bank with a focus on providing individuals and institutions with strategic advice and helping them implement these strategies through effective guidance and execution.

About the Role

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

Job Description

The Sydney wealth management department is seeking an experienced administration professional to provide operational support through conducting administrative, operational, and compliance functions within a high-volume and time-critical environment.

  • Provide administrative support to NSW State Manager & Administration Manager.
  • Support administration of the entire office.
  • Supporting administration of events.
  • Assist with co-ordination of branch events, client events, seminars, research, and company presentations including room bookings, RSVPs, arranging catering/refreshments, multimedia etc.
  • Co-ordinating interstate visitors.
  • Managing 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.
  • Maintaining leave register for all staff; performing monthly reconciliation of leave register vs leave entered in Workday system.
  • Processing invoice requests from front office staff, liaising with Finance team as required.
  • Maintaining organizational charts, phone lists, floorplans.
  • Updating internal systems or relevant teams, as required.
  • Document management; storing, filing, and archiving of client and management documents.
  • Distribute daily open order trade report.
  • Assisting with processing new hires or leavers for Sydney office.
  • Assist with administering Advisor leaver process, including code setup.

Required Skills and Qualifications

To be successful in this role you will need:

  • 1 – 3 years' administration experience in either a corporate or, ideally another 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 highly considered.

Benefits

We offer competitive salary around $70,000 AUD per year, plus additional benefits such as excellent opportunities for career growth and development.

What We're Looking For

We are looking for a motivated and experienced administration professional who can thrive in a fast-paced environment and provide exceptional support to our team.

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