Private Wealth Assistant

Ord Minnett; Sydney; On-site; AUD 60,000 - 100,000; Full time

Job summary

Join a dynamic and reputable firm as a Private Wealth Assistant, where you'll provide essential administrative support to advisers and enhance client relationships. This role involves managing client correspondence, assisting with trades, and maintaining accurate records, all while staying informed about financial markets and investment products. Be part of a premier wealth management group in Australia, contributing to a culture of excellence and teamwork. Elevate your career in a supportive environment that values your contributions and fosters professional growth.

Qualifications

• Strong client relationship management skills.
• Experience with Microsoft Office applications.
• Understanding of financial markets and regulations.

Responsibilities

• Act as first point of contact for client inquiries.
• Assist advisers with daily trades and client meetings.
• Update and maintain client portfolios and records.

Skills

Client Support

Database Maintenance

Microsoft Word

Microsoft Excel

Microsoft Outlook

Financial Services Experience

Education

Degree in Business/Finance/Commerce

Kaplan Professional Diploma

Options ADA1/ADA 2

Job description

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A Private Wealth Assistant provides administrative support to a team of advisers and acts as a central point of contact for all client queries. As an Assistant, you will perform administrative duties to develop and enhance client relationships through active communication to ensure key information is gathered and documentation remains current. You will be required to work closely with Advisers, other support staff, as well as Branch Managers daily.

Primary Responsibilities:

1. Client Support: Act as the first point of contact; handle inquiries via phone, email, and in person; develop client relationships; ensure timely and accurate information delivery.
2. Client Correspondence: Manage the creation, distribution, and follow-up of correspondence; maintain accurate client records; uphold the company's image in all communications.
3. Adviser Support: Assist Private Wealth Advisers with daily trades; manage client meetings and follow up on trades; maintain awareness of banking and share registry processes.
4. Industry Awareness: Stay informed about financial markets, ASX regulations, and investment products; learn back-office processes.
5. Portfolio Management: Update and maintain client portfolios; process investment applications; prepare and send relevant client reports; facilitate settlements.
6. Information Handling: Manage and distribute documentation, mail, and correspondence for advisers; ensure proper record-keeping and document handling.

About You:

To succeed in this role, you will ideally possess:

• Degree in Business/Finance/Commerce (preferable)
• Database maintenance
• Microsoft application knowledge (Word, Excel, and Outlook)
• Kaplan Professional diploma or equivalent course (advantageous)
• Options ADA1/ADA 2 (advantageous)
• Experience in the Financial Service industry (advantageous)

Ord Minnett offers a unique opportunity to work with a dynamic and reputable firm. Elevate your career where you'll become an integral part of Australia's premier wealth management group.

Join us in shaping the future of the Australian investment landscape and be part of a team that values excellence, cohesiveness, and a great work culture, where you'll be an integral part of a team committed to delivering top-tier services.

Ord Minnett does not accept unsolicited resumes from recruitment agencies and search firms. Please do not email or send unsolicited resumes to any Ord Minnett employee, location, or address.

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Your application will include the following questions:

• Which of the following statements best describes your right to work in Australia?
• Which of the following Microsoft Office products are you experienced with?
• Have you completed a qualification in finance?
• How many years' experience do you have in the financial services industry?
• What's your expected annual base salary?

Ord Minnett is an Australian owned advice and investment services firm.

Ord Minnett offers financial advice and investment management for individuals, families, businesses, and organizations, enabling them to protect and grow their wealth.

With origins dating back to 1872, Ord Minnett has hundreds of financial advisers across city and regional locations in Australia, in addition to an office in Hong Kong, and manages tens of billions in Funds Under Advice.

Our advisers are dedicated to forging relationships that last and always prioritize clients’ interests.

That’s why Ord Minnett has been building wealth for generations.