Private Wealth Associate

Anton Murray Consulting; Manly; Sur place; AUD 70 000 - 90 000; Plein temps

Résumé du poste

Anton Murray Consulting is seeking an experienced Private Wealth Associate to join its boutique wealth management team in Manly. You will support private client advisors and manage daily operations, ensuring premium service for high-net-worth clients.

In this role you will handle platform administration, client onboarding, KYC, and regulatory documentation, while collaborating closely with advisers to prepare for meetings and post-review actions.

Qualifications

• Experience in wealth management, financial planning or platform providers.
• Experience onboarding clients and managing KYC processes.
• Familiarity with major wealth platforms and modern CRMs.

Responsabilités

• Platform administration: process transactions and open new accounts.
• Client onboarding, KYC verification, and record maintenance.
• Prepare, monitor and renew annual fee consents and documentation.
• Support advisers with meeting prep, document gathering and post-review actions.
• Act as a professional first point of contact for clients.

Connaissances

Wealth management experience

CRM experience

Platform navigation

KYC compliance

Client onboarding

Outils

Netwealth

HUB24

FinClear

Dynamics 365

Description du poste

A growing, boutique private wealth management firm based in Manly is seeking an experienced Private Wealth Associate to join their close-knit team. Our client boasts a really nice, highly positive team culture where you will work in close interaction with senior private client advisors. If you have a background in administration or client services within financial planning, wealth management, or a platform provider, this is an exceptional opportunity to step into a stable, rewarding role supporting a dynamic business.

As a Private Wealth Associate, you will play a pivotal part in managing daily operations, collaborating directly with the advisory team, and ensuring our client's high-net-worth individuals receive a seamless, premium service.

What You'll Be Doing

• Platform Administration: Process transactions, corporate actions, and establish new accounts across major wrap platforms.
• Client Onboarding & Compliance: Manage applications, coordinate KYC verification, and ensure accurate record maintenance for our client's accounts.
• Regulatory Documentation: Prepare, execute, and monitor annual fee consents and ongoing fee renewals.
• Adviser Support: Work side-by-side with private client advisors on comprehensive meeting preparation, document gathering, and post-review execution.
• Client Engagement: Act as a professional, knowledgeable, and welcoming first point of contact for our client's valued network.

What We're Looking For

• Industry Experience: Proven administration or client services experience within wealth management, financial planning, or an investment platform provider (essential).
• Experience Level: Ideally, a few years of previous client services experience in financial planning or private wealth is (highly regarded).
• Technical Skills: Prior hands-on experience navigating wealth platforms and modern CRM ecosystems - such as Netwealth, HUB24, FinClear, or Dynamics 365 is (highly regarded).
• Communication Skills: Must possess exceptionally strong communication skills, spanning across in-person interactions, written correspondence, and verbal communication.
• Core Strengths: Sharp attention to detail, strong organisational skills, and a genuine pride in delivering a client-first experience.

What's on Offer

• Culture & Team: A full-time, stable role within a remarkably positive, supportive, and successful boutique team environment.
• Career Growth: Genuine scope to expand your responsibilities and advance your career as a Private Wealth Associate alongside experienced mentors.
• Lifestyle: Beautiful office location on the Northern Beaches - enjoy a premium workplace close to home without the city commute.
• Work Structure: Please note that to maintain their highly collaborative team environment and close interaction with advisors, our client requires this Private Wealth Associate role to be performed 5 days per week in-office.