Wealth Management Administrator
4 weeks ago
Job Summary
We are seeking a highly organized and detail-oriented Wealth Management Administrator to join our team at Anton Murray Consulting. As a key member of our Sydney office, you will provide administrative support to our NSW State Manager and Administration Manager, ensuring the smooth operation of our wealth management department.
Key Responsibilities
- Provide administrative support to the NSW State Manager and Administration Manager.
- Support the administration of the entire office, including events, client communications, and financial transactions.
- Coordinate travel arrangements, manage branch inboxes, and respond to queries from various teams.
- Compile and reconcile expense claims, maintain leave registers, and process invoice requests.
- Update internal systems, maintain organizational charts, and store client and management documents.
Requirements
- 1-3 years of administration experience in a corporate or financial services institution.
- Tertiary degree in a commerce-related field, or equivalent experience.
- Excellent customer service, organizational, and IT skills.
- Knowledge of financial markets and the wealth management industry, or a willingness to learn.
What We Offer
This is a fantastic opportunity for a junior-level professional to develop their skills and knowledge in wealth management and administration. Our team is dedicated to providing exceptional service to our clients, and we are looking for someone who shares our values and is passionate about delivering high-quality results.
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