Get AI-powered advice on this job and more exclusive features.DASH Technology Group (DASH) is a fast growing and innovative company in the wealth management industry. The business develops technology solutions covering the end-to-end wealth management process, from client engagement tools, to preparing financial advice, to investment platform solutions. Our core offerings include an investment platform (super and investment capability) and financial planning software. Our team have wide ranging experience and diverse backgrounds and bring many perspectives to building an inclusive and vibrant workplace. We are driven by our commitment to provide our Advice Practices with a scalable and non-conflicted alternative to financial planning software and traditional wraps and platforms.The RoleAdministrative assistant duties and responsibilities include providing administrative support to ensure efficient operation of the office. Supports managers and employees through a variety of tasks related to organization and communication.Roles and Responsibilities·Answering and directing phone calls to relevant staff.·Assisting the broader Operations team where required. This could include a range of functions such as updating client details, completing stock transfer forms and application and redemption forms.·Process banking instructions on behalf of clients via our various third-party providers.·Ordering and taking stock of office supplies.·Being a point of contact for a range of staff and external stakeholders.·Processing and directing all mail and incoming packages or deliveries.·Carry out administrative duties such as filing, typing, copying, binding, scanning and more.The above list is not exhaustive, and the role may change to meet the overall objectives of the company.Qualifications· Intermediate/Advanced Excel skills.Desired Experience· At least 1 year of experience in the field or in a related area.Communication: the ability to communicate clearly and concisely, varying communication style depending upon the audience.Attention to detail: excellent attention to detail and written skills when communicating with others, both internally and externally.Teamwork: willingness to assist and support others as required and get on with team members.Time management/organisation: accomplish objectives effectively within time frame given in a fast-paced environment whilst maintaining a high level of attention to detail.Personal Attributes·Professional approach.·Ability to work under pressure.·Organisational and time management skills.·Excellent attention to detail.·Positive approach to change.Seniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionManagement and ManufacturingReferrals increase your chances of interviewing at DASH by 2xGet notified about new Investment Operations Associate jobs in Sydney, New South Wales, Australia.Sydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 1 day agoAssociate - Investment Operations - Real AssetsSydney, New South Wales, Australia 12 hours agoSales and Client Services, Senior AssociateSydney, New South Wales, Australia 3 days agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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