Wealth Management Office Assistant

4 weeks ago

Sydney, Australia Anton Murray Consulting Full time

Sydney
Wealth Management
Contract or Temporary

Our client is a leading global investment bank with a focus on providing individuals and institutions with strategic advice and helping then implement these strategies through effective guidance and execution. They are seeking candidates with 1 – 3 years’ administration experience in either a corporate or, ideally another financial services institution.

A key function of this role is providing operational support to the Sydney wealth management department through conducting administrative, operational, and compliance functions within a high-volume and time-critical environment.

Responsibilities:

  • Provide administrative support to NSW State Manager & Administration Manager.
  • Support administration of the entire office.
  • Supporting administration of events. 
  • Assist with co-ordination of branch events, client events, seminars, research, and company presentations including room bookings, RSVPs, arranging catering/refreshments, multimedia etc.
  • Co-ordinating interstate visitors.
  • Managing 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.
  • Maintaining leave register for all staff; performing monthly reconciliation of leave register vs leave entered in Workday system.
  • Processing invoice requests from front office staff, liaising with Finance team as required.
  • Maintaining organizational charts, phone lists, floorplans. 
  • Updating internal systems or relevant teams, as required.
  • Document management; storing, filing, and archiving of client and management documents.
  • Distribute daily open order trade report.
  • Assisting with processing new hires or leavers for Sydney office.
  • Assist with administering Advisor leaver process, including code setup.

Qualifications/Experience Desired

  • Our client is seeking candidates with 1 – 3 years’ administration experience in either a corporate or, ideally another 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/Skills

  • Knowledge of switchboard operations and telephone equipment.
  • Excellent customer service and telephone manner.
  • Great organisation 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/Interpersonal skills:

  • 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 prioritise and multi-task.

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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