Wealth Management Assistant
3 weeks ago
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
- 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
- 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
- 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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Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Wealth Management OfficeWe are seeking a highly organized and detail-oriented individual to join our team as a Wealth Management Office Coordinator. This is a fantastic opportunity for someone looking to gain experience in the financial services industry.About the Role:The successful candidate will provide administrative support to the NSW State...
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