Private Wealth Assistant

3 days ago


Sydney, New South Wales, Australia Ord Minnett Limited Full time

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.

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 client portfolios; 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:

  • Degree in Business/ Finance/ Commerce (preferable)
  • Database maintenance
  • Microsoft application knowledge (Word, Excel and Outlook)
  • Kaplan Professional diploma or equivalent course (advantageous)
  • Options ADA1/ADA 2 (advantageous)
  • Experience in the Financial Service industry (advantageous)

Ord Minnett offers a unique opportunity to work with a dynamic and reputable firm. Elevate your career where you'll become an integral part of Australia's premier wealth management group.

Join us in shaping the future of the Australian investment landscape and be part of a team that values excellence, cohesiveness, a great work culture, where you'll be an integral part of a team committed to delivering top-tier services.

Ord Minnett does not accept unsolicited resumes from recruitment agencies and search firms. Please do not email or send unsolicited resumes to any Ord Minnett employee, location or address. Ord Minnett will not be responsible for, and will not pay, any fees, commissions or other payments related to unsolicited resumes.

Seniority level
  • Seniority levelNot Applicable
Employment type
  • Employment typeFull-time
Job function
  • Job functionAdministrative and Finance

Referrals increase your chances of interviewing at Ord Minnett by 2x

Get notified about new Financial Services Assistant jobs in Sydney, New South Wales, Australia.

Investment Banking - M&A - Analyst / Associate

Sydney, New South Wales, Australia 2 weeks ago

Sydney, New South Wales, Australia 6 days ago

Analyst, Infrastructure, Global Investment Banking

Sydney, New South Wales, Australia 2 weeks ago

Sydney, New South Wales, Australia 2 weeks ago

Sydney, New South Wales, Australia 2 weeks ago

Sydney, New South Wales, Australia 4 days ago

Debt Capital Markets - Analyst, Australia

Sydney, New South Wales, Australia 2 weeks ago

Equity Research Associate – Multiple Sectors - Sydney based

Sydney, New South Wales, Australia 3 weeks ago

Sydney, New South Wales, Australia 2 weeks ago

Assistant Finance Analyst (1 year contract)

Sydney, New South Wales, Australia 2 weeks ago

Sydney, New South Wales, Australia 5 days ago

Sydney, New South Wales, Australia 2 weeks ago

Sydney, New South Wales, Australia A$80,000.00-A$90,000.00 5 days ago

Sydney, New South Wales, Australia 3 weeks ago

Sydney, New South Wales, Australia 4 days ago

Sydney, New South Wales, Australia 3 weeks ago

Sydney, New South Wales, Australia 3 days ago

Graduate Analyst – Note Issue Department - September 2025 Start

Auburn, New South Wales, Australia 6 days ago

Financial Analyst - Open to first movers

Sydney, New South Wales, Australia A$100,000.00-A$120,000.00 1 month ago

Millers Point, New South Wales, Australia 7 months ago

Darlinghurst, New South Wales, Australia 5 days ago

Administration Officer - Casual - Admin Officer Level 4 - Location Negotiable within Southern NSWLHD

Sydney, New South Wales, Australia 3 days ago

Consultant/Senior Consultant - Advisory and Transactions | yamagigu

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr
  • Private Wealth

    2 weeks ago


    Sydney, New South Wales, Australia Blackstone Full time

    Blackstone is the world's largest alternative asset manager.We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work.We do this by using extraordinary people and flexible capital to help companies solve problems.Our $1.1 trillion in assets under management include...


  • Sydney, New South Wales, Australia Macquarie Bank Limited Full time

    Business Development & Sales, Wealth Management We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client...


  • Sydney, New South Wales, Australia Macquarie Group Full time

    Join to apply for the Private Wealth Advisor role at Macquarie Group1 week ago Be among the first 25 applicants Join to apply for the Private Wealth Advisor role at Macquarie Group We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in...


  • Sydney, New South Wales, Australia Macquarie Group Full time

    Join to apply for the Private Wealth Advisor role at Macquarie Group1 week ago Be among the first 25 applicantsJoin to apply for the Private Wealth Advisor role at Macquarie GroupWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in...


  • Sydney, New South Wales, Australia beBeeCareer Full time $60,000 - $90,000

    Graduate Private Wealth CareerWe are seeking a motivated and ambitious graduate to join our team as we continue to grow and evolve in the financial services industry.This is an exciting opportunity for recent graduates who are passionate about developing their skills and knowledge in private wealth management. Our program provides a comprehensive development...


  • Sydney, New South Wales, Australia Gotafe Full time

    At NAB we want customers who trust us and choose us to be their bank.We need colleagues who are customer obsessed and proud to work at NAB.If you are a recent or soon to be Graduate who is motivated to make a positive and sustainable impact in the lives of our customers and communities, then apply now and take the first step towards your journey of growth...


  • Sydney, New South Wales, Australia beBeeClient Full time

    Seeking a dynamic and results-driven professional to join our Private Wealth team in Sydney. The ideal candidate will have 3+ years of experience in client-facing roles within funds management or private wealth.Key responsibilities include:Providing high-quality support to key account managers, ensuring seamless client engagement.Responding to client and...


  • Sydney, New South Wales, Australia Goldman Sachs Full time

    Asset & Wealth Management, Private Credit, Associate, SydneyJoin to apply for the Asset & Wealth Management, Private Credit, Associate, Sydney role at Goldman Sachs.Goldman Sachs Asset & Wealth Management (AWM) Private Credit is one of the world's largest alternative credit investing platforms with approximately $100bn of AUM and investment professionals...


  • Sydney, New South Wales, Australia Goldman Sachs Full time

    Asset & Wealth Management, Private Credit, Associate, SydneyJoin to apply for the Asset & Wealth Management, Private Credit, Associate, Sydney role at Goldman Sachs.Goldman Sachs Asset & Wealth Management (AWM) Private Credit is one of the world's largest alternative credit investing platforms with approximately $100bn of AUM and investment professionals...


  • Sydney, New South Wales, Australia Goldman Sachs Full time

    Job DescriptionASSET & WEALTH MANAGEMENTAboutBringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds,...