Wealth Administrator

SUMMARY:
Are you a good all rounder in Admin and Office Management in the Wealth / Financial Services space.

POSITION INFO:

Are you a good all rounder in Admin and Office Management in the Wealth / Financial Services space.  My client in the CBD is looking for an Administrator to support their successful team. In office every day. Very family like offices where you will feel like you are at home! If this appeals to you, please apply!!!!

Why join this team? 

• Work closely with senior management and international high net-worth clients
• Be part of a dynamic, professional environment
• Opportunity to support high-net-worth client relationships

What you will be doing: 

• Provide administrative and client support across domestic and international relationships
• Manage calendars, emails, meetings, and internal coordination for Directors
• Prepare and format documents, agreements, and client correspondence
• Create valuations, investment summaries, proposals, and reports
• Coordinate local and international courier logistics
• Assist with client onboarding, KYC, and documentation
• Support compliance, record-keeping, and quality control
• Act as point of contact for routine client queries (with oversight)

What we are looking for: 

• Exceptional written and verbal English skills
• Strong proficiency in Microsoft Office (Excel, Word, PowerPoint)
• Highly organised, detail-oriented, and reliable
• Excellent communication and interpersonal skills
• Proactive problem solver with a solutions-oriented mindset
• Ability to manage changing priorities and work under pressure
• Discretion and integrity in handling sensitive client information
• Prior experience in administrative or support roles (preferably in financial services or wealth management)

Benefits and unique aspects: 

• Exposure to international wealth management
• Close collaboration with senior leadership
• Opportunity to grow within a high-performing team

If you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We'd still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.