Administration Assistant - Graduate

Job title: Administration Assistant - Graduate
Discipline: Business Support
Location: Sydney CBD, Sydney, New South Wales
Contract: Permanent
Salary: Yearly
Salary low: 60000
Salary high: 68000
Contact: Emma Marven
Call: Emma
Email: email Emma
Reference: 3323558
  • $60,000 - 68,000 + super
  • Permanent 
  • Sydney CBD location 
About the company 

Work as a Administration Assistant for a Financial Service company that values their employees. This role will be working in great team environment and is based in  Sydney CBD. This is a perfect opportunity for a University graduate to grow in a company.

About the role  
  • Answer all incoming client calls and respond to client email queries
  • Preparation of Financial Summary reports and research etc, for client meetings
  • Provide accountants with tax reports and liaise with them regarding reporting queries
  • An understanding of self-managed super funds (SMSF); payment of minimum pensions and tax appropriate concessional and non-concessional contributions
  • Finding and collating latest research and information on companies and managed funds (domestic and international)
  • Taking and placing orders, managing bulk trades & executing BPOs
  • Assisting with settlement queries
  • Preparing daily Cash Management Trust (CMT) redemptions and lodgements of term deposits
  • Liaising with internal administration departments for various processes (eg: equity operations, PARS, CMT)
  • Setting up new client files, preparing all application forms, any change of detail forms, adviser nomination letters etc
  • Providing general administrative support to the Advisors (mail distribution, printing/collating/binding plans/review, filing, archiving, maintaining client database, general correspondence)
About you 
  • Degree qualified 
  • Financial service experience preferable
  • Strong attention to detail 
  • Ability to deal with stakeholders and be confident 
  • Great culture 
  • Friday drinks & team lunches 
  • Attractive salary package 
  • Career progression
Please apply if you are interested. For further questions please reach out to Emma Marven -