Private Wealth Associate — Client Services & Analysis

E&P Financial Group; Canberra; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

daily breakfast options

purchased annual leave

regular wellness initiatives

active social and sporting calendar

Job summary

E&P Financial Group is seeking an Associate in Private Wealth Management in Canberra. The role offers strong administrative and analytical exposure, supporting a small team of advisers, handling client requests, order placement and investment monitoring to deliver high levels of service.

The successful candidate will have a relevant bachelor degree, good communication skills and a proactive, detail-oriented approach in a growing wealth management environment.

Qualifications

• Relevant bachelor degree or equivalent experience.
• Strong written and verbal communication.
• Attention to detail and accuracy.
• Willingness to learn and adapt in a dynamic environment.

Responsibilities

• Provide technical and administrative 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

Excellent communication skills

Attention to detail

Willingness to learn

Self-driven

Tech-savvy

Education

Bachelor's degree

Job description

E&P Financial Group is seeking an Associate in Private Wealth Management in Canberra. The role offers strong administrative and analytical exposure, supporting a small team of advisers, handling client requests, order placement and investment monitoring to deliver high levels of service.

The successful candidate will have a relevant bachelor degree, good communication skills and a proactive, detail-oriented approach in a growing wealth management environment.