26 Oct
|
GloryHouse Wealth Management
|
Melbourne
26 Oct
GloryHouse Wealth Management
Melbourne
Marketing & Operations Coordinator – Mandarin & English Speaking
GloryHouse Wealth Management Pty Ltd – Melbourne VIC
GloryHouse Wealth Management is an independent multi-family office dedicated to helping high-net-worth families preserve, grow and pass on their wealth across generations.
Backed by over 20 years of industry experience, we provide tailored wealth management solutions, combining global investment opportunities across traditional and alternative asset classes with a holistic approach to family wealth planning.
With offices in Melbourne and Sydney, we are a growing team committed to building trusted, long-term client relationships through professionalism, integrity and personalised service.
About GloryHouse Wealth Management
GloryHouse Wealth Management is an independent multi-family office dedicated to helping high-net-worth families preserve, grow and pass on their wealth across generations.
Backed by over 20 years of industry experience, we provide tailored wealth management solutions, combining global investment opportunities across traditional and alternative asset classes with a holistic approach to family wealth planning.
With offices in Melbourne and Sydney, we are a growing team committed to building trusted, long-term client relationships through professionalism, integrity and personalised service.
The Role
We are looking for a
Marketing & Operations Coordinator
to join our growing team.
This is a hands-on, wide-ranging role supporting the smooth running of our business, from coordinating client events and marketing activities to managing day-to-day business operations.
Working closely with our partners, advisors and external service providers, you will help deliver a professional and seamless experience for our clients and business partners.
This role is ideal for someone who is highly organised,
proactive and enjoys taking ownership of a variety of responsibilities in a professional, client-focused environment.
Key Responsibilities
1. Marketing & Events Coordination
Coordinate client and company events end-to-end, including planning, vendor management, invitations, RSVPs, event logistics and post-event follow-up.
Liaise with business partners, venues, suppliers and external marketing providers to ensure smooth and timely delivery of events and marketing activities.
Coordinate the distribution of approved marketing communications, including periodic Market Outlook updates, client invitations and email campaigns.
Maintain accurate contact databases, mailing lists and subscription records in accordance with privacy and spam requirements.
Support marketing initiatives, partner engagement activities and other communications as required.
2. Business & Office Operations
Manage day-to-day bookkeeping in Xero, including transaction coding, expense claims and invoice processing.
Prepare supplier bills and payments for partner review and approval.
Track business revenue, referral fees and partner rebates, reconciling payments received against agreements and statements.
Coordinate the administration and documentation of referral arrangements with business partners, subject to partner approval.
Support general office operations, including office supplies, facilities, vendor relationships and day-to-day office upkeep.
Provide administrative and operational support to partners and the wider team as required.
About You
2+ years' experience in marketing coordination, events, business operations or a similar role, ideally within financial or professional services.
Highly organised and detail-oriented, with the ability to manage multiple priorities and deadlines independently.
A confident communicator who can build effective working relationships with clients, business partners, suppliers and colleagues.
Comfortable working with financial records, invoices and reconciliations, with experience in Xero or similar accounting software highly regarded.
Proficient in Microsoft 365, with experience in email marketing platforms and CRM systems considered an advantage.
A proactive, reliable and hands-on team player who enjoys working across different areas of a business.
Professional and discreet when handling confidential client and business information.
An interest in financial services and wealth management, with a willingness to learn and grow in the industry.
Why Join GloryHouse
Work closely with experienced wealth management professionals and gain exposure to a sophisticated multi-family office environment.
Be involved in a variety of marketing initiatives, client events and business operations.
Build relationships with leading investment managers, business partners and external providers.
Join a collaborative and growing team where your contributions make a tangible difference.
Enjoy the opportunity to take ownership of your work and develop broader business coordination and operational skills.
This is an opportunity for someone who enjoys variety, takes pride in getting things done and wants to play a meaningful role in supporting a growing wealth management business.
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📌 Marketing & Operations Coordinator – Mandarin & English Speaking (Melbourne)
🏢 GloryHouse Wealth Management
📍 Melbourne