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Anton Murray Consulting
Private Wealth EA - 12-month contractAnton Murray Consulting • Sydney, NSW, AU
Private Wealth EA - 12-month contract

Private Wealth EA - 12-month contract

Anton Murray Consulting • Sydney, NSW, AU
30+ days ago
Job description

Sydney
Wealth Management

This established financial services organisation is seeking an Executive Assistant for a 12-month contract, with the potential for immediate permanent employment. With a strong presence in private wealth management, corporate finance, equity research, investment strategy, and institutional sales, the firm cultivates a collaborative and innovative culture. It offers a flexible, respectful, and supportive work environment.

As a EA within the Private Wealth team, you’ll play a critical role supporting an advisory team. Your contribution will be instrumental in delivering a high level of client service, assisting with financial advice preparation, and ensuring compliance and administrative efficiency.

Responsibilities:

  • Assist with preparing and implementing financial advice and investment proposals
  • Support maintenance of client relationships and ongoing servicing
  • Deliver high-level client service and manage day-to-day client communications
  • Ensure compliance with current legislation and industry standards
  • Identify and contribute to continuous process improvements
  • Oversee stock settlements, fund transfers, and related client communications
  • Manage administrative tasks including documentation, correspondence, filing, and expense reconciliation
  • Facilitate onboarding of new clients and maintain accurate records
  • Collaborate with internal teams and provide leave coverage for other assistants
  • Perform other ad-hoc administrative duties as required

Experience, and Qualifications:

  • University Degree in Business / Economics / other finance related discipline is highly regarded
  • Minimum of 3 years’ experience in a support capacity
  • Experience in stock broking assistant roles would be highly desirable
  • Proficiency in relevant IT software, including: IRESS, Agility, MS Word & MS Excel, X- Plan
  • RG146 compliance is advantageous

Personal Attributes:

  • Proactive, self-motivated, and detail-oriented
  • Able to manage deadlines and multitask effectively
  • Strong interpersonal and communication skills
  • Excellent time management and prioritization
  • Sound understanding of the ASX, share markets, and corporate law
  • Keen interest in continuous learning and personal development

No Working Holiday Visa applicants will be considered as a temp to permanent role.

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Private Wealth EA - 12-month contract • Sydney, NSW, AU

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