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Team Assistant- Wealth Management

About Us:
Pitcher Partners Sydney is a Professional Chartered Accounting firm located in the heart of the CBD. We are currently seeking a Team Assistant to work within our Wealth Management Division. 

The Role:
As a result of growth this division has an exceptional opportunity for a Team Assistant to join the team at Pitcher Partners. We boast a close-knit culture with exceptional opportunities for the right person. A great time to join a progressive and professional firm!

Your core duties will include:

  • Maintaining and updating client databases (CLM, Xplan)
  • Data entry
  • Preparing client correspondence from templates
  • Pre-populating forms on behalf of clients
  • Photocopying, scanning, printing and binding of documents
  • Liaising with external parties via phone and email on behalf of clients (e.g. providing term deposit maturity instructions, obtaining account balances etc)
  • Checking client cash balances
  • Internal and external document deliveries
  • Credit card statement reconciliation
  • Transfer funds/pay invoices on the client’s behalf to internal and external accounts using bulk transacting (via EFT & BPay)
  • Provide ad hoc assistance to the CSO’s
  • Managed fund applications
  • Actioning client investment recommendations

  
What we are looking for:

  • Excellent verbal and written communication skills.
  • Excellent time management skills.
  • Ability to adapt to different situations.
  • Works cooperatively with colleagues. 
  • Ability to multi-task and prioritise urgent tasks.
  • Good communication and interpersonal skills.
  • Ability to work directly with senior staff.
  • Initiative and ability to work independently. 
  • Resilient and able to maintain composure when under pressure. 
  • Strong organisation skills. 
  • High attention to detail.

  
This is a fantastic opportunity to be heavily involved in the business and to reap the rewards for hard work, commitment and loyalty.

If you are seeking a new challenge then please send your cover letter and resume to [email protected]

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