Team Assistant- Wealth Management

Pitcher Partners Sydney

Excellent opportunity to join the Wealth management division in this entry level role

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 is facing we have a exceptional opportunity for a Team Assistant to join the team at Pitcher Partners. We boast a great and close knit culture with exceptional career development opportunities. A great time to join a progressive firm and launch your career!

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
  • Provide ad hoc assistance to the CSO’s
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 entry level opportunity to be heavily involved in the business and to reap the rewards for hard work, commitment and loyalty.
Salary will be $50,000-$55,000 Package.

If you are seeking a new challenge then please send your cover letter and resume to sydneycareers@pitcher-nsw.com.au