Private Wealth Team Assistant

Melbourne
Wealth Management
Permanent

A prominent Wealth Management firm is seeking a Private Wealth Team Assistant to join their Melbourne office. With a strong presence across private wealth management, corporate finance, equity research, investment strategy, and institutional sales, the firm fosters a collaborative and innovative culture. It offers a flexible, respectful, and supportive work environment.

As a Team Assistant within the Private Wealth team, you’ll play a critical role in supporting a high-performing advisory team. Your contribution will be instrumental in delivering a high level of client service, assisting with financial advice preparation, and ensuring compliance and administrative efficiency.

Responsibilities:

• Assist with preparing and implementing financial advice and investment proposals
• Support maintenance of client relationships and ongoing servicing
• Deliver high-level client service and manage day-to-day client communications
• Ensure compliance with current legislation and industry standards
• Identify and contribute to continuous process improvements
• Oversee stock settlements, fund transfers, and related client communications
• Manage administrative tasks including documentation, correspondence, filing, and expense reconciliation
• Facilitate onboarding of new clients and maintain accurate records
• Collaborate with internal teams and provide leave coverage for other assistants
• Perform other ad-hoc administrative duties as required

Experience, and Qualifications:

• University Degree in Business / Economics / other finance related discipline is highly regarded
• Minimum of 3 years’ experience in a support capacity
• Experience in stock broking assistant roles would be highly desirable
• Proficiency in relevant IT software, including: IRESS, Agility, MS Word & MS Excel, X- Plan
• RG146 compliance is advantageous

Personal Attributes:

• Proactive, self-motivated, and detail-oriented
• Able to manage deadlines and multitask effectively
• Strong interpersonal and communication skills
• Excellent time management and prioritization
• Sound understanding of the ASX, share markets, and corporate law
• Keen interest in continuous learning and personal development

Please note: you must hold a valid visa that allows you to work full-time. Working Holiday Visas will not be considered.

Our client are looking for someone relatively early in their career, with a maximum of 4 years’ experience as an EA or TA within Wealth Management, Corporate Finance, Equity Research, Investment Strategy, or Institutional Sales.