We're a Baker Tilly network member
Learn more

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]

Apply for this role

Apply for this role
Pitcher Partners insights Get the latest Pitcher Partners updates direct to your inbox

Thank you for you interest

How can we help you?

Business or personal advice
General information
Career information
Media enquiries
Contact expert
Become a member
Specialist query
Please provide as much detail to ensure appropriate allocation of your query
Please highlight a realistic time frame that will enable us to provide advice within a suitable and timely manner. Please note given conflicting demands with our senior personnel, we will endeavour to respond to you within the nominated time frame. If you require an urgent response, please contact us via [email protected] or 03 8610 5477.
CPN Enquiry
Business Radar report
Student careers 2021-22
Find an expert
Search by industry