Private Wealth Client Services & Operations Coordinator

Peoplefusion; Newcastle City Council; On-site; AUD 70,000 - 80,000; Full time

Job summary

Pitcher Partners Newcastle is seeking a proactive Private Wealth coordinator to support clients and advisers across meetings, travel and day-to-day operations. This role combines client service, coordination, and team support within a collaborative Private Wealth team in Newcastle CBD.

You will manage meetings, travel arrangements, client communications and maintain calendars while contributing to process improvements and creating capacity for advisers and leadership.

Qualifications

• Solid administration foundation and experience in professional services.
• Excellent communication and relationship-building with clients.
• Ability to think laterally, anticipate needs and improve processes.
• Discrete, energetic and resilient with professional demeanour.

Responsibilities

• Coordinate a high volume of client meetings, in person and virtual.
• Arrange travel, flights, accommodation and schedules for advisers.
• Answer and triage client calls and inquiries; manage shared inboxes.
• Maintain calendars, meeting rooms and parking; support client communications.
• Assist with reports, documentation and client correspondence.
• Identify opportunities to streamline processes and workflows.
• Provide broad administrative support to the Wealth team.
• Deliver a warm, professional, responsive client experience.

Skills

Communication

Initiative

Curiosity

Discretion

Resilience

Job description

Pitcher Partners Newcastle is seeking a proactive Private Wealth coordinator to support clients and advisers across meetings, travel and day-to-day operations. This role combines client service, coordination, and team support within a collaborative Private Wealth team in Newcastle CBD.

You will manage meetings, travel arrangements, client communications and maintain calendars while contributing to process improvements and creating capacity for advisers and leadership.