Senior Private Wealth Operations Specialist (Melbourne)

Senior Private Wealth Operations Specialist (Melbourne)

03 Aug
|
Bell Potter Securities
|
Melbourne

03 Aug

Bell Potter Securities

Melbourne

Bell Potter Securities is expanding its Melbourne Private Wealth Service team with a comprehensive wealth administration platform. The Senior Private Wealth Administrator will own end-to-end client onboarding and day-to-day administration of investment portfolios, acting as a key contact for desk assistants and advisers.
You will develop a solid foundation across the client lifecycle—from onboarding through quarterly and annual reporting—and mentor junior staff, ensuring accuracy and timely
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📌 Senior Private Wealth Operations Specialist (Melbourne)
🏢 Bell Potter Securities
📍 Melbourne

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