Job Title: Office & Events Coordinator
Sydney, Wealth Management, Permanent Opportunity:
We are seeking a highly skilled and organized individual to join our team as an Office & Events Coordinator in Sydney.
The role will be responsible for providing administrative support to the Head of Wealth / Head of Advice and the Private Wealth management leadership team, while also organizing amazing events.
As part of this exciting opportunity, you will also receive training on Dealer Assistant duties as back-up when needed.
About Our Client:
Our client is a distinguished financial services firm with a history spanning over 100 years.
Today, they have significant capabilities in private wealth management, corporate finance, equity research, investment strategy, and institutional sales.
Position Purpose:
The purpose of this role is to add value and provide assistance to the Management Team of the Private Wealth division across a range of administrative, projects, as well as some marketing and event initiatives.
Key Responsibilities:
* Provide efficient and broad administrative support to the leadership team of the Wealth Management division.
* Project administration and tracking.
* Preparation of Management and Board reports.
* Planning and coordination of Wealth Management client and staff events.
* Reconciliation of Expense statements and receipts.
* Draft correspondence in relation to routine matters.
* Cover some service and administrative duties for when other staff are on leave.
* Other ad-hoc administrative responsibilities.
Requirements:
* University Degree in Business / Commerce / other finance related discipline is highly regarded.
* 2-5 years' experience in a support capacity – ideally in financial services – Team Assistant, PA, EA, Events etc.
* Proficiency in relevant IT software.
This is a great opportunity to join a leading Wealth Management business. Salary will be competitive, with remuneration dependant on experience between $70-85k base.