Wealth Advisory Support Specialist

Ord Minnett; Sydney; On-site; AUD 65,000 - 86,000; Full time

Job summary

Ord Minnett is seeking a Private Wealth Assistant to provide administrative support to a team of advisers and act as a central point of contact for client queries. You will help build strong client relationships through proactive communication and ensure information is accurate and documentation is up to date.

You will work closely with Advisers, support staff, and Branch Managers to manage daily workflows, assist with client meetings and trades, and maintain records and back-office processes in

Qualifications

• Degree in Business/Finance/Commerce preferred.
• Strong background in administration and client services.
• Microsoft Word, Excel and Outlook proficiency.
• ADA1/ADA 2 experienceBeneficial.
• Experience in the Financial Services industry is advantageous.

Responsibilities

• Act as first point of contact; handle inquiries via phone, email, and in person; develop client relationships.
• Manage creation, distribution and follow-up of correspondence; maintain client records.
• Assist Private Wealth Advisers with daily trades; manage client meetings and trade follow-up.
• Stay informed about financial markets and investment products; learn back-office processes.
• Update and maintain client portfolios; process investment applications; prepare client reports.

Skills

Administration

Client services

Communication skills

Education

Degree in Business/ Finance/ Commerce

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

ADA1/ADA 2

Job description

Ord Minnett is seeking a Private Wealth Assistant to provide administrative support to a team of advisers and act as a central point of contact for client queries. You will help build strong client relationships through proactive communication and ensure information is accurate and documentation is up to date.

You will work closely with Advisers, support staff, and Branch Managers to manage daily workflows, assist with client meetings and trades, and maintain records and back-office processes in