Private Wealth Assistant

Ord Minnett; Sydney; On-site; AUD 65,000 - 86,000; Full time

Job summary

Ord Minnett is seeking a Private Wealth Assistant to provide administrative support to a team of advisers and act as a central point of contact for client queries. You will help build strong client relationships through proactive communication and ensure information is accurate and documentation is up to date.

You will work closely with Advisers, support staff, and Branch Managers to manage daily workflows, assist with client meetings and trades, and maintain records and back-office processes in

Qualifications

• Degree in Business/Finance/Commerce preferred.
• Strong background in administration and client services.
• Microsoft Word, Excel and Outlook proficiency.
• ADA1/ADA 2 experienceBeneficial.
• Experience in the Financial Services industry is advantageous.

Responsibilities

• Act as first point of contact; handle inquiries via phone, email, and in person; develop client relationships.
• Manage creation, distribution and follow-up of correspondence; maintain client records.
• Assist Private Wealth Advisers with daily trades; manage client meetings and trade follow-up.
• Stay informed about financial markets and investment products; learn back-office processes.
• Update and maintain client portfolios; process investment applications; prepare client reports.

Skills

Administration

Client services

Communication skills

Education

Degree in Business/ Finance/ Commerce

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

ADA1/ADA 2

Job description

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:

• 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.
• Client Correspondence: Manage the creation, distribution, and follow-up of correspondence; maintain accurate client records; uphold the company's image in all communications.
• 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.
• Industry Awareness: Stay informed about financial markets, ASX regulations, and investment products; learn back-office processes.
• Portfolio Management: Update and maintain client portfolios; process investment applications; prepare and send relevant client reports; facilitate settlements.
• 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)
• A strong background in administration and client services
• Microsoft application knowledge (Word, Excel and Outlook)
• 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, 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. Ord Minnett will not be responsible for, and will not pay, any fees, commissions or other payments related to unsolicited resumes.