Wealth Management Assistant

1 month ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time
Job Title: Wealth Management Office Assistant

Anton Murray Consulting is seeking a highly organized and detail-oriented Wealth Management Office Assistant to join their team in Sydney. As a key member of the wealth management department, you will provide administrative support to the NSW State Manager and Administration Manager, ensuring the smooth operation of the office.

Key Responsibilities:
  • Provide administrative support to the NSW State Manager and Administration Manager
  • Support the administration of the entire office, including events, client interactions, and team coordination
  • Coordinate travel arrangements, manage branch inboxes, and respond to queries from various teams
  • Process invoice requests, maintain leave registers, and reconcile expense claims
  • Update internal systems, maintain organizational charts, and store client and management documents
  • Distribute daily open order trade reports and assist with processing new hires or leavers
Requirements:
  • 1-3 years' administration experience in a corporate or financial services institution
  • Tertiary degrees in commerce-related fields highly preferred
  • Prior exposure to financial services or recent graduates with minimal exposure will be considered
Key Competencies:
  • Knowledge of switchboard operations and telephone equipment
  • Excellent customer service and telephone manner
  • Great organization 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
Personal Attributes:
  • Excellent communication skills
  • Flexible attitude and ability to remain calm under pressure
  • Proactive, punctual, and reliable
  • Professional presentation and strong attention to detail
  • Strong interpersonal skills

This is a tremendous 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.

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