Private Wealth Assistant

The Role:

A Private Wealth Assistant provides administrative support to a team of advisers and acts as a central point of contact for all client queries. As an Assistant, you will perform administrative duties to develop and enhance client relationships through active communication to ensure key information is gathered and documentation remains current. You will be required to work closely with Advisers, other support staff, as well as Branch Managers daily. This is a 3-day per week opportunity.

Primary Responsibilities:

• Client Support: Act as the first point of contact; handle inquiries via phone, email, and in person; develop client relationships; ensure timely and accurate information delivery.
• Client Correspondence: Manage the creation, distribution, and follow-up of correspondence; maintain accurate client records; uphold the company's image in all communications.
• Adviser Support: Assist Private Wealth Advisers with daily trades; manage client meetings and follow up on trades; maintain awareness of banking and share registry processes.
• Industry Awareness: Stay informed about financial markets, ASX regulations, and investment products; learn back-office processes.
• Portfolio Management: Update and maintain accurate client records; process investment applications; prepare and send relevant client reports; facilitate settlements.
• Information Handling: Manage and distribute documentation, mail, and correspondence for advisers; ensure proper record-keeping and document handling.

About You:

To succeed in this role, you will ideally possess:

• A strong background in administration and client services
• Experience in the Financial Service industry (advantageous)
• Microsoft application knowledge (Word, Excel and Outlook)
• Kaplan Professional diploma or equivalent course
• Degree in Business/ Finance/ Commerce (preferable)