Sydney Wealth Management Contract or Temporary
Our client is a leading global investment bank focused on providing individuals and institutions with strategic advice and helping them implement these strategies through effective guidance and execution.
Job Description:
A key function of this role is to provide operational support to the Sydney wealth management department by 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 coordination of branch events, client events, seminars, research, and company presentations including room bookings, RSVPs, arranging catering/refreshments, multimedia etc.
* Coordinate interstate visitors.
* Manage 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.
* Maintain leave register for all staff; perform monthly reconciliation of leave register vs leave entered in Workday system.
* Process invoice requests from front office staff, liaise with Finance team as required.
* Maintain organizational charts, phone lists, floorplans.
* Update internal systems or relevant teams as required.
* Document management; store, file, and archive client and management documents.
* Distribute daily open order trade report.
* Assist with processing new hires or leavers for Sydney office.
* Assist with administering Advisor leaver process, including code setup.
Requirements:
Qualifications/Experience Desired:
* 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 organisational 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.