Private Wealth Associate Canberra — Client Service & Growth

PWM · Canberra · Permanent · On site; Canberra; On-site; AUD 60,000 - 85,000; Full time

Benefits offered by this job

Daily breakfast options

Purchased annual leave

Wellness initiatives

Social and sporting calendar

Job summary

E&P Financial Group (E&P) in Canberra is seeking an Associate in Private Wealth Management to support a small team of Advisers. The role focuses on administration, client service, and processing trade and fund orders to deliver high-quality service for private wealth clients.

You will gain broad experience across wealth management, with learning opportunities and exposure to investment monitoring, documentation, and client engagement within a collaborative environment.

Qualifications

• Bachelor's degree or prior experience in a similar role.
• Strong interest in and/or prior experience in financial services and financial markets.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Willingness to learn.
• Confidence using technology and learning new systems.

Responsibilities

• Provide technical and administration support to Advisers.
• Place buy/sell orders on the market as requested by clients.
• Manage funds product orders.
• Provide analysis and ongoing monitoring of investments.
• Prepare formal advice documents such as Statements of Advice.
• Assist with client meetings and respond to client requests.

Skills

Strong communication

Attention to detail

Willingness to learn

Confidence using technology

Interest in financial services/markets

Education

Bachelor's degree

Job description

E&P Financial Group (E&P) in Canberra is seeking an Associate in Private Wealth Management to support a small team of Advisers. The role focuses on administration, client service, and processing trade and fund orders to deliver high-quality service for private wealth clients.

You will gain broad experience across wealth management, with learning opportunities and exposure to investment monitoring, documentation, and client engagement within a collaborative environment.