AddressWant to be part of a highly-prestigious wealth management company, serving as the hub of the firm’s operations, interacting with nearly every aspect of the company and senior leaders?
Escala Partners is offering a highly rewarding role where you get to be at the heart of the action, trouble shooting and providing support for a committed and driven team.
The Company
Escala Partners is a leading wealth management business operating from Melbourne and Sydney with extensive expertise in investing in public equities, fixed income and alternative assets as well as creating, preserving, and deploying wealth for high-net-worth individuals, families, and not-for-profit organisations.
Escala Partners is the new standard of excellence in Australia for personalised wealth management.
The Role
This role will provide both office co-ordination and wealth management administrative support to our high performing and growing Sydney team. You will be part of a small, close-knit team, and fun and engaging workplace culture. You will be responsible for:
- Managing front desk operations including phones, visitor reception, and meeting room bookings.
- Coordinating external & internal events, groceries, and supplies procurement.
- Handling petty cash reconciliation and office maintenance tasks.
- Serve as liaison with building management and concierge services.
- Provide hospitality services and ensure meeting rooms are prepared.
- Process invoices, track expenses, process reimbursements and manage office mail.
- Assisting with new staff onboarding/offboarding and travel arrangements.
- Supporting advisors and Partners with administrative duties (such as opening accounts, preparing compliance documentation and updating client records in Escala’s CRM).
- Processing payments via external payments system, managing regular payments and raise tickets for general inquiries
- Learning and assisting on finance-related functions such as handling fee amendments, managed fund orders & asset transfers.
- Providing team-oriented support to other Investment Assistants and the wider business as required.
Your Profile
To be successful in this role, you will:
- Be an office all-rounder type, happy to work in a small team or autonomously.
- Be comfortable juggling tasks, prioritising and adapting to change
- Have 2-5 years’ experience as an Office Co-ordinator and/or as an Administrator (ideally in the Financial Services sector)
- Be proficient in Microsoft Office Suite including intermediate Excel and relevant software applications.
- Possess excellent communication skills and a strong attention to detail.
- Be able to work independently and collaboratively with people from all areas of the business.
- Have excellent time management skills, ability to prioritise and strong attention to detail.
- Strong computer literacy and data entry skills
- Have the ability to work well under pressure in a fast-paced environment.
Apply Today
Keen to learn more about this opportunity? Contact Jonathan on (03) 9087 6*** or **@escalapartners.com.au
