Associate

Rashi Joshi; Adelaide; On-site; AUD 65,000 - 90,000; Full time

Job summary

Your new company in Adelaide is seeking an experienced Associate to support two Investment Advisers on a 24-month fixed term contract. The role suits someone with 3–5 years in private wealth or financial services, focused on client onboarding, portfolio administration and meeting preparation.

You'll work closely with Advisers, clients and internal teams, coordinating cash and stock transfers, corporate actions and international trading, while maintaining high service standards and accuracy.

Qualifications

• Experience in private wealth management, stockbroking or wealth-advisory support.
• 3–5 years in an Associate or client-support role within financial services.
• Strong client service, communication and relationship management.
• Good organisation, high attention to detail and compliance mindset.

Responsibilities

• Conduct client onboarding, account opening, maintenance and portfolio administration.
• Support two Advisers with meeting prep, proposals, pitch documents and reviews.
• Manage settlements, transfers, corporate actions, IPOs and title quotes.
• Coordinate with clients, Advisers and Operations, Investment Solutions, Planning and Wealth teams.
• Handle client queries, account issues and documentation updates with accuracy.
• Proactively manage annual reviews, risk profile renewals and expiring docs.

Skills

Private wealth experience

Stockbroking

Client service

Relationship management

AML/KYC onboarding

Attention to detail

Compliance focus

Job description

Your new company

This is an opportunity to join a leading private wealth management firm with a strong presence in the Australian market. The business works with high net worth and ultra-high net worth clients, family offices and purpose-driven organisations, providing tailored advice, sophisticated portfolios and access to global investment solutions. You will be joining a professional, high-performing environment where client service, attention to detail and long-term relationships are highly valued.

Your new role

This is an Adelaide-based Associate position on a 24 month fixed term contract, supporting two Investment Advisers. The role would suit an experienced Associate, ideally with 3 to 5 years in a similar wealth management or financial services support role.

• Conduct client onboarding, account opening, ongoing account maintenance and portfolio administration


• Support two Advisers with meeting preparation, follow up actions, proposals, pitch documents and review packs


• Manage settlement obligations including funds and securities due, cash and asset transfers, margin calls, corporate actions, quote requests, IPOs and placements


• Work closely with clients, Advisers and internal teams including Operations, Investment Solutions, Financial Planning and Wealth Management


• Coordinate cash and stock transfers, corporate actions and international trading execution


• Assist with client queries, routine account issues and documentation updates, with a strong focus on service and accuracy


• Proactively manage annual reviews, risk profile renewals and expiring documentation

What you'll need to succeed

• Experience in private wealth management, stockbroking, investment advice support or a similar financial services role


• Ideally 3 to 5 years experience in an Associate or comparable client support role


• Strong client service, communication and relationship management skills


• High attention to detail, strong organisation skills and the ability to prioritise in a fast-paced environment


• A resourceful, self-starting approach with a high focus on compliance and service standards


• Experience with AML/KYC, client onboarding or account maintenance would be highly regarded


• RG146 accreditation, or willingness to obtain it quickly.


• Managed funds and securities capability would be highly regarded


• Experience within wealth management or a similar sector is preferred

What you get in return

• An initial 24 month fixed term contract with an established private wealth firm that has the opportunity to convert to a permanent role


• The opportunity to support experienced Advisers and work with sophisticated HNW and UHNW clients within a high-quality, collaborative environment


• Exposure to global investment solutions, complex portfolios and a high-quality advisory environment


• Two days working from home each week


• Ongoing development, with support to keep relevant accreditations up to date and develop your career over time