Team Assistant – Private Wealth Management

Melbourne

Asset Management

Permanent

This organisation is a long-standing player in the financial services industry. They have a strong presence in private wealth management, corporate finance, equity research, investment strategy, and institutional sales. The firm fosters a collaborative and innovative culture, offering an environment built on flexibility, respect, and support.

As a Team Assistant within the Private Wealth team, you’ll play a critical support role. 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