Private Wealth Assistant

2 days ago

Melbourne, Victoria, Australia Ord Minnett Holdings PL Full time $60,000 - $120,000 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 implement strategic advice as well as develop and enhance client relationships through active communication to ensure key information is gathered and documentation remains current.

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.
  • Advice Implementation: Prepare paperwork and implement financial planning strategies outlined in the Statement of Advice
  • 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)
  • Previous experience supporting a Financial Planner with administrative tasks
  • Administration qualifications/ experience (advantageous)
  • 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)

Joining Ord Minnett

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.

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