Team Assistant – Wealth Management
vor 3 Wochen
About the role An exciting opportunity exists for a confident and organised team player to join our Wealth Management division as a Team Assistant.
You will be required to use initiative and be able to manage multiple tasks efficiently and to tight deadlines with attention to detail.
You will need to be proactive and confident.
A mature approach coupled with exceptional written and verbal communication skills will be called upon.
Key responsibilities Mail and Document Management: Handle incoming and outgoing mail (both paper and electronic), scanning, and filing documents into internal systems.
Data Entry and Account Management: Open new client accounts in XPLAN and MYOB, manage client reimbursements, and arrange payments from client Macquarie CMA accounts to external parties.
Client and Event Support: Assist in organizing client seminars or events and manage all FDS/OFA agreements and AML searches for new clients.
Monthly Fee Administration: Oversee the end-to-end monthly fee process, including portfolio checks, preparation of WIP and write-off reports, invoice creation in MYOB Advanced, and preparing bulk transaction spreadsheets for payments.
Financial Administration: Perform bank reconciliations, manage debtors, and assist the Wealth Team with account reimbursements.
Annual Tax Project Assistance: Support the Senior Client Service Associate with the Annual Tax Project from August to October each year.
General Skills: Strong organizational skills, attention to detail, and proficiency in financial management software like MYOB and XPLAN.
Who we're after This position is best suited for individuals who have completed a Business, Finance, Commerce or Financial Planning qualification, or those who have a keen interest in pursuing a career in Wealth Management.
To be successful in this role your qualities, skills, knowledge and tasks will include: Ability and confidence to interact with staff of all levels including Partners Demonstrated honesty and integrity when managing client information Team oriented with an ability to foster effective working relationship within the team Exceptional organisational abilities evidenced through managing high volume workflow Commitment to efficient administration/process improvement Monitor email queues and assign to team members Assistance with client communication management and service Technical skills/experience desired but not compulsory, include: Microsoft office Previous experience in MYOB Advanced , Xplan and Macquarie products highly regarded.
What we offer At Pitcher Partners we believe success is better shared.
That's why we invest in the future of everyone who works with us, and a culture that supports us all.
Our inhouse leadership and professional development programs are tailored to your staff level and each explore how to lead with impact.
Join a team with heart We actively support your health and social connection with a vibrant culture, great flexible working policy, paid parental leave, Employee Assistance program and more.
Do work with a purpose We put a lot of energy into developing meaningful relationships with our clients and each other.
It results in a level of trust that creates surprising opportunities for our business.
And your career.
Bring your best ideas We're inspired by potential.
We know there's always a better way to do something.
We foster an environment of openness.
Great ideas can come from anywhere.
It all starts with listening.
Some specifics: Flexible Work Arrangements – 'Work Where you need to Be' Income Protection Insurance? Free fortnightly lunch Discounted health insurance Paid Parental Leave Active social club Regular sporting and team events Mental health support via our Employee Assistance Program Dress for your day policy Modern, city-central office environment with lavish end of trip facilities How to apply If you can see yourself as part of a team that's all about people doing meaningful work, and leading with the best ideas, we want to hear from you.
To submit your application please click Apply or for further information please contact Brett Beauchamp on ****** Actively improving diversity in our workforce is central to our purpose, and we strongly encourage people from under-represented backgrounds to apply.
All applicants must be Australian citizens or hold a current valid Australian work visa.
You may be required to provide evidence at application.
Apply for this role
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