Private Wealth Assistant

Ord Minnett; Sydney; On-site; AUD 60,000 - 75,000; Full time

Job summary

Ord Minnett is looking for a Private Wealth Assistant on a 12-month fixed-term basis to support Advisers and manage client portfolios in a fast-paced wealth management environment.

You will handle client enquiries, prepare reports and meeting packs, and assist with trade execution and settlements while maintaining accurate records and collaborating with internal teams.

Qualifications

• Strong client service and relationship management skills.
• Excellent attention to detail and organisational ability.
• Confident communicator with strong written and verbal skills.
• Able to manage competing priorities in a fast-paced environment.

Responsibilities

• Supporting Advisers with client relationship management and portfolio administration
• Managing client enquiries via phone and email
• Preparing client meeting packs, portfolio reports, and market research
• Assisting with trade execution, settlements, and cash management activities
• Maintaining accurate client records and documentation
• Liaising with accountants, share registries, and internal stakeholders

Skills

Client service

Relationship management

Attention to detail

Communication

Prioritisation

MS Office

Education

Finance/Commerce degree

Tools

Microsoft Excel

Microsoft Outlook

Job description

Looking to build a career in financial services and investment markets? Join a high-performing Private Wealth team where you'll gain hands-on exposure to wealth management, client portfolios, and financial markets while working closely with experienced Advisers.

As a Private Wealth Assistant, you'll be the key link between clients, Advisers, and internal teams, helping deliver exceptional service and ensuring the smooth day-to-day management of client portfolios. We are looking for a highly-motivated and polished individual to join on a 12-month fixed-term basis, with the opportunity for extension, to cover a maternity leave backfill. In this role, you will have the opportunity to work among the highest-performers at Ords Minnett.

What You'll Be Doing

• Supporting Advisers with client relationship management and portfolio administration
• Managing client enquiries via phone and email
• Preparing client meeting packs, portfolio reports, and market research
• Assisting with trade execution, settlements, and cash management activities
• Maintaining accurate client records and documentation
• Liaising with accountants, share registries, and internal stakeholders

About You

• Strong client service and relationship management skills
• Excellent attention to detail and organisational ability
• Confident communicator with strong written and verbal skills
• Able to manage competing priorities in a fast-paced environment
• Proficient in Microsoft Office, particularly Excel and Outlook
• Previous experience in financial services, wealth management, banking, professional services, or a client-facing administration role is highly regarded

What We're Looking For

• Tertiary qualifications in Finance/Commerce or a related discipline
• A strong interest in investment markets and wealth management
• A proactive, team-oriented approach with a commitment to delivering outstanding client experiences
• A team player who can solve complex problems independently

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.