Advisor Team Assistant – Private Wealth
3 days ago
Melbourne
Wealth Management
Permanent
An exceptional opportunity has arisen for an Advisor Team Assistant to join a prominent US private wealth advisory team, supporting a small group of senior investment advisers in a premium client-focused environment. This role offers a valuable entry point into private wealth management, where you will gain exposure to financial markets, client servicing, and the operational backbone of a fast-paced advisory desk.
This is a full-time permanent position based in Melbourne CBD. Typical working hours are from 9:00am to 5:00pm, with occasional flexibility depending on team activity.
Key Responsibilities
- Act as a key point of coordination between the adviser team, internal operations teams, clients, and third-party providers
- Support daily workflow for advisers including diary coordination, internal follow-ups, and task tracking
- Prepare briefing packs for internal and client meetings including portfolio summaries, research, valuations, and investment recommendations
Client Service & Communication
- Manage inbound client queries via phone and email with professionalism and urgency
- Assist with client onboarding, KYC, and account maintenance processes
- Coordinate follow-ups from client meetings including preparation of investment paperwork, account updates, and instruction processing
- Liaise with clients’ accountants or external advisers regarding portfolio documentation and tax-related reporting
Administration & Documentation
- Assist with preparation and submission of investment applications, corporate action instructions, and compliance documentation
- Maintain up-to-date records of client preferences, investment holdings, and meeting notes
- Coordinate the distribution of holding statements, quarterly performance reports and transaction summaries
Market Support (optional depending on experience)
- Assist with basic trading execution support including order monitoring, pricing queries and trade confirmations
- Provide general market research support including pulling product data, company updates and market summaries
General Operational Support
- Liaise with internal operations teams (e.g. settlements, client services, compliance) to ensure seamless execution of client instructions
- Assist with tasks related to managed funds, platforms, term deposits and corporate actions (as needed)
- Track and monitor important tasks to ensure no client matters fall through the cracks
Skills & Experience Required
Qualifications
- A tertiary qualification in Finance, Commerce, Economics or Business is preferred but not essential
Experience
- 2–6 years of experience in a professional services or financial services environment
- Prior experience supporting financial advisers or client service teams in wealth management, private banking, or investment platforms is highly regarded
Skills
- Outstanding written and verbal communication skills
- High level of attention to detail and organisational ability
- Strong client service ethic and ability to manage client relationships professionally
- Competency in Microsoft Office (Excel, Word, Outlook); experience with financial software (e.g., IRESS, Xplan, or platforms) is advantageous
- Ability to prioritise competing tasks and operate effectively under pressure in a team environment
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