Sydney Wealth Management Assistant

5 days ago


Sydney, New South Wales, Australia Anton Murray Consulting Full time
Unlock Your Potential in Wealth Management

We are seeking a highly skilled and organized Wealth Management Assistant to join our dynamic team at Anton Murray Consulting.

As a Wealth Management Assistant, you will play a critical role in supporting the Sydney wealth management department by providing exceptional administrative support. You will be responsible for conducting various administrative, operational, and compliance functions within a fast-paced environment.

Key Responsibilities:

  • Provide high-quality administrative support to the NSW State Manager & Administration Manager.
  • Support the administration of the entire office, ensuring seamless day-to-day operations.
  • Coordinate events, including branch events, client events, seminars, research, and company presentations.
  • Assist with travel booking, coordinating interstate visitors, and managing the branch inbox.
  • Compile and reconcile expense claims, maintaining leave registers, and processing invoice requests.
  • Maintain organizational charts, phone lists, floor plans, and update internal systems as required.
  • Distribute daily open order trade reports and assist with administering Advisor leaver processes.

Qualifications and Experience:

  • A minimum of 1-3 years of prior administration experience in a corporate or financial services institution is essential.
  • Tertiary degrees in commerce-related fields are highly preferred, but recent graduates with minimal exposure will still be considered.
  • Prior exposure to financial services is desirable, although not necessary.

Competencies and Skills:

  • Excellent customer service and telephone manner.
  • Great organisational skills and attention to detail.
  • Well-developed IT literacy, database, and analytical skills.
  • Knowledge or interest in financial markets and the wealth management/financial planning industry is highly desirable.
  • Understanding of compliance and legal requirements pertaining to our client.

About This Opportunity:

This is an excellent junior-level opportunity for anyone interested in Wealth Management/Stockbroking. The successful candidate will have the scope to evolve into a more technical role within the team.

We estimate the salary for this position to be around $60,000 - $80,000 per annum, depending on experience. If you are a motivated and organised individual looking to take your career to the next level, please apply now.



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