Our client is a Tier 1 Private Wealth Manager seeking an experienced candidate to manage a team of 6 desk assistants and 1 admin staff.
Tier 1 Private Wealth Manager
Our client is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Wealth Management business provides full brokerage services to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments.
We are currently seeking an experienced Branch Administration Manager to join the Brisbane Branch. As the Branch Administration Manager you will be responsible for managing and leading a team of 6 support staff including desk assistants and administration staff and providing operational support to the Brisbane Branch.
This position is varied and you will be responsible for the following:
Supervision of the team including hiring, on-boarding, training and development of all staff members
Acting as a point of contact for sign-off on new accounts, off-market transfers, estates, rebooking's and other operational work items
Manage and co-ordinate Capital market transactions for the office
Ensuring administrative support to the State Managers and Financial Advisers is at a high level at all times
Acting as part of the Management team with regards to the general running of the branch at a senior level
Ad-hoc duties as requested by the State Manager
Assist with leading and monitoring the success of various national initiatives in the Branch.
The successful candidate will be a motivated self-starter with strong leadership skills, possess strong communication, negotiation and influencing skills, in addition to having experience in the financial services industry and understanding of ASX operating rules and procedures
Prior experience in desk assistant roles or Wealth Management operations management positions ideal
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