Some of what you'll do:

- Assist in the execution of direct equity and managed account trades
- Liaise with premium investment platforms, brokers, and fund managers
- Prepare client investment reports, portfolio reviews, and onboarding documentation
- Maintain accurate, high-grade compliance files and client data records
- Handle high-touch client inquiries and manage complex administrative workflows

About You:

- Bachelor’s degree in Finance, Economics, or Commerce preferred (RG146 or Tier 1 compliance is highly regarded)
- Minimum 1+ years of previous experience as a Dealers Assistant or high-end Client Service Officer within Private Wealth or a boutique firm is a must
- Strong technical systems capability (Xplan, Iress, or institutional platform knowledge is desired)




- Exceptional stakeholder management, communication, and teamwork abilities
- Sharp attention to detail, solid time management, and a passion for financial markets
- Direct mentorship from elite Private Wealth Advisers and Portfolio Managers
- Structured pathways for career progression and professional development (including PY support)
- Highly sophisticated, supportive, and high-performance team culture
- Competitive remuneration package tailored to your market experience

Send your CV to Sean at or apply via the portal.

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📌 Investment Advisor Assistant (Melbourne)
🏢 The Andersen Partnership
📍 Melbourne