Team Assistant - Stockbroking - initial 12 month contract

Sydney
Wealth Management
Contract or Temporary

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’ administration experience in 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.