This organisation is a long-standing player in the financial services industry. They have a strong presence inprivate wealth management, corporate finance, equity research, investment strategy, and institutional sales. The firm fosters a cooperative and cutting-edge culture, offering an environment built on flexibility, respect, and support.

As a Team Assistant within the Private Wealth team, you’ll play a critical support role. Your contribution will be instrumental in delivering a high level of client service, assisting with financial advice preparation, and ensuring compliance and administrative efficiency.

Responsibilities:
Assist with preparing and implementing financial advice and investment proposals
Support maintenance of client relationships and ongoing servicing
Deliver high-level client service and manage day-to-day client communications
Ensure compliance with current legislation and industry standards
Identify and contribute to continuous process improvements
Oversee stock settlements, fund transfers, and related client communications
Manage administrative tasks including documentation, correspondence, filing,



and expense reconciliation
Facilitate onboarding of recent clients and maintain accurate records
Collaborate with internal teams and provide leave coverage for other assistants
Perform other ad-hoc administrative duties as required

Experience, and Qualifications:
University Degree in Business / Economics / other finance related discipline is highly regarded
Minimum of 3 years’ experience in a support capacity
Experience in stock broking assistant roles would be highly desirable
Proficiency in relevant IT software, including: IRESS, Agility, MS Word & MS Excel, X- Plan
RG146 compliance is advantageous

Personal Attributes:
Proactive, self-motivated, and detail-oriented
Able to manage deadlines and multitask effectively
Strong interpersonal and communication skills
Excellent time management and prioritization
Sound understanding of the ASX, share markets, and corporate law
Keen interest in continuous learning and personal development
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📌 Team Assistant Private Wealth Management Melbourne
🏢 Anton Murray Consulting
📍 Melbourne