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.

Our client is seeking candidates with around 2 years prior 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:

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

Qualifications/Experience Desired

- Our client is seeking candidates with 2+ years prior 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.
- Knowledge of switchboard operations and telephone equipment.
- Excellent customer service and telephone manner.
- Excellent 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 :

- 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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📌 Junior Wealth Management Admin & Operations Associate (Sydney)
🏢 Anton Murray Consulting
📍 Sydney