Junior Admin Analyst, Wealth Management & Stockbroking in Sydney

Business Administrator Analyst - Stockbroking - 12-month contract

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 – 4 years prior 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

• Provideadministrativesupportto NSWState Manager& Branch Manager.
• Support administrationoftheentire office.
• Supporting administration of events.
• Assist with co-ordination of branch events, clientevents, seminars, research, and company presentations including room bookings, RSVPs, arrangingcatering/refreshments, multimedia etc.
• Co-ordinatinginterstatevisitors.
• Managingbranch inbox, respondingtoqueriesfromvariousteams.
• Travelbooking formanagement andassisting otherstaff, asrequired.
• Compileandreconcileexpense. claimsfor Managementandassistingotherstaff, asrequired.
• Maintaining leave register for all staff; performing monthly reconciliation of leave register vs leaveenteredin Workday system.
• Processinginvoice requestsfromfront officestaff, liaising with Financeteamasrequired.
• Maintaining organizational charts, phone lists, floorplans.
• Updating internal systems or relevant teams, as required.
• Documentmanagement; storing, filing, andarchivingofclientandmanagementdocuments.
• Assistingwithprocessingnewhiresorleaversfor Sydneyoffice.
• Assistwithadministering Advisorleaverprocess, includingcodesetup.

Qualifications/Experience Desired

• Our client is seeking candidates with 2-4 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.
• 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

• 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.

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