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Wealth Management Office Coordinator

2 months ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time
About the Role

We are seeking a highly organized and detail-oriented Administrative Assistant to join our Wealth Management team at Anton Murray Consulting. As a key member of our team, you will provide exceptional administrative support to our NSW State Manager and Administration Manager, ensuring the smooth operation of our Sydney office.

Key Responsibilities
  • Provide administrative support to the NSW State Manager and Administration Manager, including managing their calendars, coordinating travel arrangements, and preparing correspondence.
  • Support the administration of the entire office, including maintaining files, processing invoices, and coordinating events.
  • Assist with the coordination of branch events, client events, seminars, research, and company presentations, including room bookings, RSVPs, and arranging catering and refreshments.
  • Coordinate interstate visitors and manage the branch inbox, responding to queries from various teams.
  • Travel booking for management and assisting other staff, as required.
  • Compile and reconcile expense claims for Management and assisting other staff, as required.
  • Maintain leave registers for all staff, performing monthly reconciliation of leave register vs leave entered in Workday system.
  • Process invoice requests from front office staff, liaising with Finance team as required.
  • Maintain organizational charts, phone lists, and floor plans.
  • Update internal systems or relevant teams, as required.
  • Document management, storing, filing, and archiving of client and management documents.
  • Distribute daily open order trade reports.
  • Assist with processing new hires or leavers for Sydney office.
  • Assist with administering Advisor leaver process, including code setup.
Requirements
  • 1-3 years' administration experience in a corporate or financial services institution.
  • Tertiary degrees highly preferred, especially those within commerce-related fields.
  • Prior exposure to financial services preferred, though recent graduates with minimal exposure will still be highly 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 – highly desirable.
  • Understanding of compliance and legal requirements pertaining to our client.
  • Administrative experience preferred.
  • Experience within a broking environment highly desirable.
Personal Attributes
  • Excellent communication skills critical.
  • Flexible attitude and ability to remain calm under pressure.
  • Communicate clearly and professionally in written and oral forms to both internal and external clients.
  • Proactive, punctual, and reliable.
  • Professional presentation and strong attention to detail.
  • Strong interpersonal skills.
  • Strength in organizational abilities and time management.
  • Self-motivated and strong use of initiative, ability to prioritize and multi-task.