Private Wealth Management Assistant

3 weeks ago

Sydney, New South Wales, Australia Keegan Adams Recruitment Full time
About the Role

We are seeking a proactive and professional Adviser Assistant to join our client’s growing team. This is a full-time, permanent position based in stunning CBD offices with a hybrid working model available after probation.

About You:

  • You will have previous experience in an administration or support role within wealth management.
  • You will possess high attention to detail and excellent time management skills.
  • You will have a strong work ethic and a “can-do” attitude.
  • You will have excellent communication skills.
  • You will be able to learn quickly and adapt in a dynamic environment.

Key Responsibilities:

  • Prepare account opening and transfer forms for client presentation.
  • Follow up on asset transfers, rollovers, and cash receipts.
  • Prepare Welcome Packs and schedule client reviews in Xplan.
  • Manage the review cycle meeting calendar for advisers.
  • Handle term deposit rollovers, corporate actions, and trade settlements.
  • Respond to client requests promptly and professionally.
  • Build and maintain relationships with key clients.
  • Liaise with clients and third parties to arrange adviser meetings.
  • Support risk management and compliance culture.

About Our Client:

Our client prides itself on offering an exceptional workplace culture and generous company benefits, including additional leave entitlements, wellness initiatives, learning and development opportunities, and social and community engagement activities.

What’s in It for You:

  • You will have the opportunity to work in a dynamic and supportive environment.
  • You will have access to learning and development opportunities.
  • You will be part of a team that values employee development and well-being.

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