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:
* Provide administrative support to NSW State Manager & Branch 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 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.
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.