Sydney Wealth Management Assistant
5 days ago
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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