Business Administrator Analyst - Stockbroking - 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.

They are seeking candidates with around 2 – 4 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 & Branch 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 organisational 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 2-4 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.