Private Wealth Team Assistant – Melbourne | Client Service

Anton Murray Consulting; Melbourne; On-site; AUD 60,000 - 75,000; Full time

Job summary

Anton Murray Consulting in Melbourne is seeking a Private Wealth Team Assistant to support a high-performing advisory team. You will help prepare financial advice, maintain client relationships, and ensure compliant, efficient administration.

The role requires a university degree in business/economics and at least 3 years in a supporting capacity. Stockbroking exposure and RG146 are advantageous, with a strong focus on accuracy and client service.

Qualifications

• University Degree in Business / Economics or related finance discipline is highly regarded.
• Minimum of 3 years’ experience in a support capacity.
• Experience in stock broking assistant roles would be highly desirable.
• RG146 compliance is advantageous.

Responsibilities

• Assist with preparing and implementing financial advice and investment proposals.
• Support maintenance of client relationships and ongoing servicing.
• Deliver high-level client service and manage day-to-day client communications.
• Ensure compliance with current legislation and industry standards.
• Identify and contribute to continuous process improvements.
• Oversee stock settlements, fund transfers, and related client communications.
• Manage administrative tasks including documentation, correspondence, filing, and expense reconciliation.
• Facilitate onboarding of new clients and maintain accurate records.
• Collaborate with internal teams and provide leave coverage for other assistants.
• Perform other ad-hoc administrative duties as required.

Skills

Client service

Communication

Organization

Education

University Degree in Business / Economics

Tools

IRESS

Agility

MS Word

MS Excel

X-Plan

Job description

Anton Murray Consulting in Melbourne is seeking a Private Wealth Team Assistant to support a high-performing advisory team. You will help prepare financial advice, maintain client relationships, and ensure compliant, efficient administration.

The role requires a university degree in business/economics and at least 3 years in a supporting capacity. Stockbroking exposure and RG146 are advantageous, with a strong focus on accuracy and client service.