Wealth Management Office Assistant
Vor 7 Tagen
Sydney Wealth Management Contract or Temporary Our client is a leading global investment bank 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 1 – 3 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 ProvideadministrativesupporttoNSWStateManager& Branch AdministrationManager. 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. claimsforManagementandassistingotherstaff,asrequired. Maintaining leave register for all staff; performing monthly reconciliation of leave register vs leaveenteredin Workday system. Processinginvoice requestsfromfront officestaff,liaising withFinanceteamasrequired. Maintaining organizational charts, phone lists, floorplans. Updating internal systems or relevant teams,as required. Documentmanagement;storing,filing,andarchivingofclientandmanagementdocuments. Distributedailyopenorder tradereport. AssistingwithprocessingnewhiresorleaversforSydneyoffice. AssistwithadministeringAdvisorleaverprocess,includingcodesetup. Qualifications / Experience Desired Our client is seeking candidates with 1 – 3 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. #J-18808-Ljbffr
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Council of the City of Sydney, Österreich Goldman Sachs VollzeitWealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...
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Council of the City of Sydney, Österreich Goldman Sachs Bank AG VollzeitPrivate Wealth Management, Wealth Management Professional, Melbourne location_on Sydney, NSW, Australia Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor‑led wealth management businesses provide financial planning, investment management, banking and...
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Council of the City of Sydney, Österreich Goldman Sachs Group, Inc. Vollzeit2026 | APEJ | Sydney | Wealth Management, Private Wealth Management | Summer Analyst Sydney, NSW, Australia About the program Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelors / graduate degree. You will be fully immersed in our day-to-day activities. As a participant, you will: Attend orientation where...
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City of Melbourne, Österreich Goldman Sachs VollzeitWealth Management Professional – Melbourne Join to apply for the Private Wealth Management, Wealth Management Professional, Melbourne role at Goldman Sachs. Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide...
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Junior Wealth Management Admin
Vor 7 Tagen
Council of the City of Sydney, Österreich Anton Murray Consulting VollzeitA leading global investment bank in Sydney is seeking a Junior Administrative Assistant in Wealth Management. This role requires 1 – 3 years of administration experience and involves providing operational support, managing events, and handling compliance tasks. Ideal candidates will have a tertiary degree, excellent communication skills, and a keen...
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Private Wealth Team Assistant
vor 2 Wochen
City of Melbourne, Österreich Anton Murray Consulting VollzeitA prominent Wealth Management firm is seeking aPrivate Wealth Team Assistant to join their Melbourne office. With a strong presence across private wealth management, corporate finance, equity research, investment strategy, and institutional sales, the firm fosters a collaborative and innovative culture. It offers a flexible, respectful, and supportive work...
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Team Assistant
vor 3 Wochen
City of Melbourne, Österreich Anton Murray Consulting VollzeitThis organisation is a long-standing player in the financial services industry. They have a strong presence in private wealth management, corporate finance, equity research, investment strategy, and institutional sales . The firm fosters a collaborative and innovative culture, offering an environment built on flexibility, respect, and support. As a Team...
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Associate, Perpetual Wealth Management
vor 2 Wochen
Council of the City of Sydney, Österreich Perpetual Limited VollzeitAssociate, Perpetual Wealth Management page is loaded## Associate, Perpetual Wealth Managementlocations: Sydneytime type: Full timeposted on: Posted Yesterdayjob requisition id: R8301* More time off for the things that matter - Up to 6 weeks’ leave* Work where we work best - Hybrid office/work-from-home environment* Be an active contributor for your team...
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Compliance Officer
vor 2 Wochen
City of Melbourne, Österreich PX Resources VollzeitCompliance Officer - Funds/Wealth Management Our client is a financial services business (funds/wealth management) experiencing significant growth. They are looking for a hands‑on and down‑to‑earth compliance professional to join their lean team. Specialist Recruiter in Governance, Risk & Compliance | Delivering Insight‑Led Talent Solutions | Growing...
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Council of the City of Sydney, Österreich Goldman Sachs VollzeitAsset & Wealth Management, Private Wealth Advisor, Executive Director / Vice President, Melbourne / Sydney Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and...
