Wealth Management Administrative Assistant

4 days ago

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

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

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 document management
  • Coordinate travel arrangements, expense claims, and leave management for management and staff
  • Process invoice requests, maintain organizational charts, and update internal systems
  • Assist with the administration of new hires and leavers, including code setup and document management
Requirements:
  • 1-3 years' administration experience in a corporate or financial services institution
  • Tertiary degree in a commerce-related field highly preferred
  • Prior exposure to financial services preferred, but recent graduates with minimal exposure will be considered
Key Competencies:
  • 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

This is a tremendous opportunity for a junior/graduate candidate interested in Wealth Management/Stockbroking, with the scope to evolve into a more technical role within the team.

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