Administrative Coordinator for Private Wealth Management
1 week ago
**About the Role**
This is a fantastic opportunity to work with a leading Australian wealth management advisory firm.
The Administrative Coordinator will be responsible for supporting the Head of Wealth / Head of Advice and the Private Wealth management leadership team with administrative tasks, event planning, and Dealer Assistant duties as back up when needed.
The role is based in Sydney and offers a competitive salary between $70-85k base, dependant on experience.
Key Responsibilities:
- Provide efficient and broad administrative support to the leadership team of the Wealth Management division
- Project administration and tracking
- Preparation of Management and Board reports
- Planning and coordination of Wealth Management client and staff events
- Reconciliation of Expense statements and receipts
- Draft correspondence in relation to routine matters
- Cover some service and administrative duties for when other staff are on leave
- Other ad-hoc administrative responsibilities
About the Ideal Candidate:
We are seeking someone with 2-5 years' experience in a support capacity – ideally in financial services – Team Assistant, PA, EA, Events etc. A University Degree in Business / Commerce / other finance related discipline is highly regarded.
A proficiency in relevant IT software is also essential.
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