Sydney Wealth Management Contract or Temporary Our client is a leading global investment bank with a focus on providing individuals and institutions with strategic advice and helping then implement these strategies through effective guidance and execution. They are seeking candidates with 1 – 3 years’ 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 & 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 1 – 3 years’ 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.