Team Administrator

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 contact for general queries and team support requirements
• End to end placement and IPO bookings and settlement
• Support a team of 12 Institutional advisers
• Servicing HNW clients
• Answering Phones
• Invoices
• Diary Management
• Back up to Corporate Access Team

What you will bring

• Ability to work effectively in a fast-paced, high-pressure environment
• Exceptional organisation, time management, problem solving and attention to detail
• Effective written and verbal communication skills
• Self-motivated and ability to meet deadlines
• Ability to prioritise and multi-task
• Ability to build rapport with people at all levels across the business
• Excellent MS Word and Excel skills
• Exposure to institutional markets or stockbroking is advantageous but not essential

What we offer

• Supportive team environment within a leading institutional platform
• Exposure to institutional clients and capital markets
• Long‑term career development opportunities
• A role where strong administration and coordination skills are genuinely valued

Yes, I want to apply!

If you are interested in this role and would like to join the Morgans’ team, please click apply and submit your cover letter and resume! We believe in creating opportunities for everyone and welcome applications from people with diverse backgrounds and experiences. We can’t wait to hear from you!