Graduate Wealth Management Operations Associate

Written by Anton Murray Consulting Consulting on .

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Location: Melbourne

Salary description: AUD $50k-$100k

  • $50-100k AUD Equivalent
  • Contract or Temporary
  • 1 to 3 years of experience

Our client is a global wealth management business looking for a recent graduate to join their Melbourne Account Management team on an initial 12-month contract.

This role will be part of a team that supports both local and overseas teams relating to the onboarding and ongoing maintenance of client accounts and data integrity.

Key Responsibilities:

  • Ensuring all daily processes and Service Level Agreements are met within applicable timeframes.
  • Manage day to day tasks involved with account onboarding & maintenance activities including document scanning, maintaining registers and workflow management.
  • Manage reporting and administration duties encompassing reporting, client welcome letters, and account maintenance activities.
  • Maintaining excellent service for both internal and external clients.

Key Skills and Competencies:

  • Tertiary qualification (or equivalent) in business/finance/commerce.
  • Proficient skills in Microsoft Office – experience of spreadsheets, formulae and pivot tables would be advantageous.
  • Strong attention to detail and be highly deadline oriented.

This exceptional opportunity to join a leading wealth management house will be hired on an initial 12-month contract and pay an hourly rate commensurate with candidate experience.

Contact us in Melbourne


Phone:+61 3 9653 9222

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

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