Private Wealth EA - 12-month contract
Anton Murray Consulting Sydney NSW 2000
Pay information not disclosed by advertiser
Key points we found
- Support an advisory team within the Private Wealth sector.
- Assist in preparing financial advice and managing client communications.
- Ensure compliance with legislation and improve administrative processes.
Sydney
Wealth Management
This established financial services organisation is seeking an Executive Assistant for a 12-month contract, with the potential for immediate permanent employment. With a strong presence in private wealth management, corporate finance, equity research, investment strategy, and institutional sales, the firm cultivates a collaborative and innovative culture. It offers a flexible, respectful, and supportive work environment.
As a EA within the Private Wealth team, you’ll play a critical role supporting an advisory team. Your contribution will be instrumental in delivering a high level of client service, assisting with financial advice preparation, and ensuring compliance and administrative efficiency.
Responsibilities:
- Assist with preparing and implementing financial advice and investment proposals
- Support maintenance of client relationships and ongoing servicing
- Deliver high-level client service and manage day-to-day client communications
- Ensure compliance with current legislation and industry standards
- Identify and contribute to continuous process improvements
- Oversee stock settlements, fund transfers, and related client communications
- Manage administrative tasks including documentation, correspondence, filing, and expense reconciliation
- Facilitate onboarding of new clients and maintain accurate records
- Collaborate with internal teams and provide leave coverage for other assistants
- Perform other ad-hoc administrative duties as required
Experience, and Qualifications:
- University Degree in Business / Economics / other finance related discipline is highly regarded
- Minimum of 3 years’ experience in a support capacity
- Experience in stock broking assistant roles would be highly desirable
- Proficiency in relevant IT software, including: IRESS, Agility, MS Word & MS Excel, X- Plan
- RG146 compliance is advantageous
Personal Attributes:
- Proactive, self-motivated, and detail-oriented
- Able to manage deadlines and multitask effectively
- Strong interpersonal and communication skills
- Excellent time management and prioritization
- Sound understanding of the ASX, share markets, and corporate law
- Keen interest in continuous learning and personal development
No Working Holiday Visa applicants will be considered as a temp to permanent role.
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Anton Murray Consulting
Anton Murray Consulting is a specialist recruitment consulting firm focused on providing high calibre Banking professionals to clients within the Investment Banking, Funds Management and Wealth Management sectors. We work on a diverse range of assignments across our primary markets of Sydney, Melbourne, Singapore and Hong Kong. We provide our clients with innovative solutions through our depth of knowledge in the local market and exposure to a candidate pool that spans across the globe. We also strive to offer real progression in the careers of our candidates who have built their experience through the Operations, Middle Office and Front Office sectors both domestically and abroad.