Traineeship Administration Assistant – Wealth Management

Employment Type: 12-month Traineeship (with strong potential for permanent employment).

The Opportunity:

Are you looking to start your career in administration? We have an exciting opportunity for a motivated individual to join us as an Admin Assistant through our traineeship program, starting in January 2025. Working alongside our Client Services Administrator (CSA) team, you will manage the service and administrative needs of our Wealth Management team, ensuring smooth workflow and client satisfaction.

About Us:

With over 150 years of experience, we’ve been dedicated to delivering positive financial solutions through exceptional client leadership. As part of a global network and a holistic integrated financial services business, we provide personalised financial services across Business Advisory Services, Audit, and Wealth Management, catering to both local and international clients.

The Role:

As an Admin Assistant, you’ll be an integral part of our team, supporting day-to-day operations and helping to ensure smooth and efficient service delivery.

Responsibilities will include:

  • Scheduling meetings and client visits
  • Preparing applications, letters, correspondence, and reports for clients and third parties
  • Liaising with our accounting and offshore teams
  • Managing mail processing, filing, scanning, database maintenance, and phone calls
  • Directly assisting clients and team members with administrative tasks, and more!

Your Benefits Await:

Get ready for a fulfilling journey filled with exciting perks! Here’s what we offer:

  • Dive into a diverse range of projects and engage with a variety of clients
  • Experience a supportive and motivated culture and work environment
  • Join our active social club and participate in regular social events
  • Access our comprehensive health and wellness program
  • Enjoy ongoing training and opportunities for career advancement

We Value Candidates with:

  • Time management and organisational abilities
  • Excellent communication skills and the ability to build rapport with team members and clients
  • Strong attention to detail
  • The ability to work collaboratively as part of a team

Key Requirements:

  • Strong communication and organisational skills
  • Ability to work both independently and as part of a team
  • Eagerness to learn and develop in an office environment
  • Basic computer skills (Microsoft Office Suite knowledge preferred)
  • No prior experience required.

How to Apply:

Ready to take the next step in your career? Simply submit a cover letter and resume to recruitment@accrumelb.com.au – addressed to our dedicated Human Resources & Recruitment Administrator, Katherine Demirgelis.

Apply now and start shaping your future with Accru Melbourne!

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