The Role A Private Wealth Assistant provides administrative and client service support to a team of Private Wealth Advisers and acts as a central point of contact for client enquiries. This role will particularly suit someone with experience in financial planning, paraplanning or advice support who is looking to broaden their exposure across investment markets, portfolio administration and private wealth management.

As an Assistant, you will play a key role in implementing strategic advice, coordinating client interactions, and supporting advisers to deliver an exceptional client experience. You will also develop and maintain solid client relationships through proactive communication, ensuring key information is gathered and documentation remains accurate and up to date.

This role will be appointed on a 12-month fixed-term contract basis to cover a maternity leave period.

About Ord Minnett (Ords)

Ord Minnett is a leading Australian wealth management group providing institutional broking, corporate finance, full-service stockbroking, financial planning, and funds management services. With a history spanning over 150 years, Ord Minnett is a highly respected name in the Australian investment landscape.

About You To succeed in this role, you will ideally possess:

- Degree in Business, Finance, Commerce or a related discipline (preferred)
- Previous experience supporting Financial Advisers, Financial Planners or Private Wealth Advisers
- Experience implementing financial planning strategies and preparing documentation associated with Statements of Advice (SOAs)




- Understanding of financial planning, superannuation, investments, insurance and wealth management concepts
- Strong client service and relationship management skills
- Database and client management system experience
- Proficiency in Microsoft Office applications, particularly Word, Excel and Outlook
- Kaplan Professional Diploma, RG146, or equivalent financial services qualification (advantageous)
- Experience in financial planning, wealth management, stockbroking or broader financial services (advantageous)

Why This Opportunity?

This role is ideal for someone with a financial planning or adviser support background who enjoys working closely with clients and advisers. You'll have the opportunity to apply your existing advice implementation skills while gaining exposure to investment markets, portfolio administration and private wealth management within one of Australia's leading wealth management firms.

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.

📌 Private Wealth Assistant (12-month FTC) (Melbourne)
🏢 Ord Minnett
📍 Melbourne