Current jobs related to Wealth Assistant Position - Sydney, New South Wales - beBeeCareer


  • Sydney, New South Wales, Australia Ord Minnett Full time $104,000 - $130,878 per year

    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...


  • Sydney, New South Wales, Australia Empower Wealth Full time

    **What we do**:Here at Empower Wealth, we are a team of qualified, experienced advisors who specialise in our areas to provide tailored, independent property investment advice. With fully integrated buyers agents, mortgage brokers, financial planners, tax accountants and property wealth planners, we make sure we meet our clients' needs by providing the...

  • Wealth Manager

    2 weeks ago


    Sydney, New South Wales, Australia Ircfsjobs Full time

    Position: Wealth Manager Location: Sydney, Australia Employment Type: Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Sydney, Australia.This role is pivotal in providing tailored financial advice and wealth management solutions to...

  • Wealth Management

    1 week ago


    Sydney, New South Wales, Australia Anton Murray Consulting Full time $70,000 - $120,000 per year

    Seeking experienced candidates with 2-3 years prior work experience in project coordination, consulting, product support or ideally Big 4 management consulting experience from within Financial Services - ideally Private Banking or Wealth Management industry.Our client is a leading global wealth management firm that advises, trades, manages and distributes...

  • Private Wealth

    3 weeks ago


    Sydney, New South Wales, Australia Blackstone Full time

    OverviewBlackstone 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...

  • Private Wealth

    3 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...

  • 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...

  • Private Wealth

    3 weeks ago


    Sydney, New South Wales, Australia Blackstone Full time

    OverviewBlackstone 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...


  • 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...


  • 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...

Wealth Assistant Position

3 weeks ago


Sydney, New South Wales, Australia beBeeCareer Full time $80,000 - $90,000
Job Title:

A Private Wealth Assistant plays a vital role in providing administrative support to a team of financial advisers.

About the Role:
  • Client Support: Act as the primary point of contact for clients; respond to inquiries via phone, email and in-person; build trust through timely and accurate information delivery.
  • Key Responsibilities:
    • Client Correspondence: Manage the creation, distribution and follow-up of correspondence; maintain accurate records and ensure consistency with company standards.
    • Adviser Support: Assist financial advisers with daily tasks; coordinate client meetings, trades and follow-ups; stay informed about banking and share registry processes.
    • Industry Awareness: Stay up-to-date on market trends, regulatory requirements and investment products; learn back-office procedures.
    • Portfolio Management: Update and maintain client portfolios; process investment applications; prepare and send relevant reports; facilitate settlements.
    • Information Handling: Distribute documentation, mail and correspondence for advisers; ensure proper record-keeping and document handling.
    Requirements:
    • Possess a degree in Business, Finance or Commerce (preferable)
    • Experience in database maintenance
    • Proficiency in Microsoft applications (Word, Excel, Outlook)
    • Kaplan Professional diploma or equivalent course (advantageous)
    • Options ADA1/ADA 2 (advantageous)
    • Background in the Financial Services industry (advantageous)

By joining our organisation you will be part of a dynamic and reputable firm. You will become an integral part of Australia's premier wealth management group contributing to shaping the future of the Australian investment landscape.