Private Wealth Admin - Organized Support & Growth

Peoplebank; City of Melbourne; On-site; AUD 80,000 - 85,000; Full time

Job summary

Peoplebank is seeking an Administrator for a Private Wealth team in Melbourne. The role is full-time, based in Richmond with 5 days in the office, offering a salary package of A$80K–A$85K plus super.

We are looking for a proactive, well-organised professional with 1–2 years of administration experience in wealth management or related corporate environments. The role includes onboarding, compliance support and ongoing process improvements.

Qualifications

• 1–2 years’ administration experience in a corporate/wealth/financial services environment.
• Strong organisation, time management and attention to detail.
• Excellent written and verbal communication; able to work with multiple stakeholders.

Responsibilities

• Provide administrative, client and operational support across the business.
• Coordinate meetings, calendars, communications and follow-ups.
• Prepare documents, reports, presentations and meeting minutes.
• Maintain records, data and business documentation.
• Assist with client/account onboarding and compliance.
• Support data entry and updating internal systems.
• Track actions, workflows and timelines; support processes and improvement.
• Engage with internal stakeholders and external providers.
• Support projects and learn from senior team members.

Skills

Administration

Microsoft Office

Organisation

Communication

Stakeholder management

Tools

Netwealth

DASH

XPLAN

Job description

Peoplebank is seeking an Administrator for a Private Wealth team in Melbourne. The role is full-time, based in Richmond with 5 days in the office, offering a salary package of A$80K–A$85K plus super.

We are looking for a proactive, well-organised professional with 1–2 years of administration experience in wealth management or related corporate environments. The role includes onboarding, compliance support and ongoing process improvements.