Team Administrator

Job description

About Morgans Morgans is Australia’s most respected full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity. The Opportunity: Are you ready to embark on an exciting opportunity as an Institutional Team Administator? We're on the lookout for a proactive individual to provide vital support to our Institutional team and ensure the smooth functioning of our dealing room operations. Benefits: - Eligible to participate in bonus scheme - Learning and development opportunities including Morgans' Mentoring program - Discounted financial services, health care, gym memberships & more - Positive impact on the community through the Morgans’ Foundation and paid volunteer days What you will be doing: - Provide comprehensive administrative support to institutional dealers and sales staff - Support the team with client onboarding, documentation, and record maintenance - Daily monitoring and management of settlement related issues (Pre & Post Market) - Maintain accurate client data and assist with CRM updates - Act as a central point of con...