Advisor Team Assistant – Private Wealth

Melbourne

Wealth Management

Permanent

An exceptional opportunity has arisen for an Advisor Team Assistant to join a prominent US private wealth advisory team, supporting a small group of senior investment advisers in a premium client-focused environment. This role offers a valuable entry point into private wealth management, where you will gain exposure to financial markets, client servicing, and the operational backbone of a fast-paced advisory desk.

This is a full-time permanent position based in Melbourne CBD. Typical working hours are from 9:00am to 5:00pm, with occasional flexibility depending on team activity.

Key Responsibilities

Team & Adviser Support

• Act as a key point of coordination between the adviser team, internal operations teams, clients, and third-party providers
• Support daily workflow for advisers including diary coordination, internal follow-ups, and task tracking
• Prepare briefing packs for internal and client meetings including portfolio summaries, research, valuations, and investment recommendations

Client Service & Communication

• Manage inbound client queries via phone and email with professionalism and urgency
• Assist with client onboarding, KYC, and account maintenance processes
• Coordinate follow-ups from client meetings including preparation of investment paperwork, account updates, and instruction processing
• Liaise with clients’ accountants or external advisers regarding portfolio documentation and tax-related reporting

Administration & Documentation

• Assist with preparation and submission of investment applications, corporate action instructions, and compliance documentation
• Maintain up-to-date records of client preferences, investment holdings, and meeting notes
• Coordinate the distribution of holding statements, quarterly performance reports and transaction summaries

Market Support (optional depending on experience)

• Assist with basic trading execution support including order monitoring, pricing queries and trade confirmations
• Provide general market research support including pulling product data, company updates and market summaries

General Operational Support

• Liaise with internal operations teams (e.g. settlements, client services, compliance) to ensure seamless execution of client instructions
• Assist with tasks related to managed funds, platforms, term deposits and corporate actions (as needed)
• Track and monitor important tasks to ensure no client matters fall through the cracks

Skills & Experience Required

Qualifications

• A tertiary qualification in Finance, Commerce, Economics or Business is preferred but not essential

Experience

• 2–6 years of experience in a professional services or financial services environment
• Prior experience supporting financial advisers or client service teams in wealth management, private banking, or investment platforms is highly regarded

Skills

• Outstanding written and verbal communication skills
• High level of attention to detail and organisational ability
• Strong client service ethic and ability to manage client relationships professionally
• Competency in Microsoft Office (Excel, Word, Outlook); experience with financial software (e.g., IRESS, Xplan, or platforms) is advantageous
• Ability to prioritise competing tasks and operate effectively under pressure in a team environment