Job Description

Our client is a leading global Wealth Management firm with a focus on providing individuals and institutions with strategic advice and helping then implement these strategies through effective guidance and execution.

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Our client is seeking candidates with around 2 years prior administration experience in either a corporate or, ideally another financial services institution.

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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.

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Responsibilities:

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- ProvideadministrativesupporttoNSWStateManager& Branch AdministrationManager.
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- Support administrationoftheentire office.
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- Supporting administration of events.
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- Assist with co-ordination of branch events, clientevents, seminars, research, and company presentations including room bookings, RSVPs, arrangingcatering/refreshments,multimedia etc.
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- Co-ordinatinginterstatevisitors.
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- Managingbranch inbox,respondingtoqueriesfromvariousteams.
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- Travelbooking formanagement andassisting otherstaff,asrequired.
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- Compileandreconcileexpense. claimsforManagementandassistingotherstaff,asrequired.
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- Maintaining leave register for all staff; performing monthly reconciliation of leave register vs leaveenteredin Workday system.
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- Processinginvoice requestsfromfront officestaff,liaising withFinanceteamasrequired.
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- Maintaining organizational charts, phone lists, floorplans.
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- Updating internal systems or relevant teams,as required.
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- Documentmanagement;storing,filing,andarchivingofclientandmanagementdocuments.
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- AssistingwithprocessingnewhiresorleaversforSydneyoffice.
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- AssistwithadministeringAdvisorleaverprocess,includingcodesetup.
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Qualifications/Experience Desired

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- Our client is seeking candidates with 2+ years prior administration experience in either a corporate or, ideally another financial services institution.
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- Tertiary degrees highly preferred, especially those within commerce-related fields.
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- Prior exposure to financial services preferred, though recent graduates with minimal exposure will still be highly considered.
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- Knowledge of switchboard operations and telephone equipment.
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- Excellent customer service and telephone manner.
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- Great organisation skills and ability to maintain files.
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- Well-developed IT literacy, database, and analytical skills.
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- Knowledge or interest in financial markets and the wealth management/financial planning industry - highly desirable.
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- Understanding of compliance and legal requirements pertaining to our client.
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- Administrative experience preferred.
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- Experience within a broking environment highly desirable.
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Personal attributes/Interpersonal skills:

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- Flexible attitude and ability to remain calm under pressure.
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- Communicate clearly and professionally in written and oral forms to both internal and external clients.
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- Proactive, punctual and reliable.
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- Professional presentation and strong attention to detail.
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- Strong interpersonal skills.
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- Strength in organizational abilities and time management.
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- Self-motivated and solid use of initiative, ability to prioritise and multi-task.
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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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📌 Team Assistant - Stockbroking - initial 12 month contract (New South Wales)
🏢 Anton Murray Consulting
📍 New South Wales