About the Role:

We are currently seeking a Private Wealth Assistant to join our Melbourne office on a full time, permanent basis. The primary focus of this position is to provide an exceptional level of client service and support which is consistent, effective and reliable.

Ord Minnett is a leading Australian wealth management firm, offering full-service stockbroking, financial planning, funds management and portfolio services. With a history spanning nearly 150 years, Ord Minnett is a highly respected name in the Australian investment landscape.

Key Responsibilities include:

- Build and foster professional relationships with all stakeholders
- Maintain a thorough understanding of Ords procedures and general industry knowledge
- Maintain knowledge of our product offerings and administration requirements
- Flawless execution of adviser and client requests
- Accurately prepare and cross check client paperwork and supporting documentation
- Report on outstanding settlements and manage account debtor and credit balances
- Maintain a thorough understanding of corporate deal flows and processes
- Provide accurate factual market information to clients and place execution only trade orders without error (if required)
- Provide support to Advisers which is consistent and efficient
- Maintain and store detailed client files / General account housekeeping
- Consistently meet risk and compliance requirements
- Generate and distribute client reporting





About You

To succeed in this role, you will ideally possess:

- Tertiary qualifications, preferably in Finance, Commerce or Business
- Administration qualifications/ experience required
- RG146 accredited preferred
- Minimum 2 years experience in the Financial Services industry preferred
- Ability to develop strong relationships with high-net-worth individuals
- High level of planning and organising skills
- Excellent and proven accuracy - strong attention to detail
- Outstanding written and verbal communication skills
- Demonstrated ability to meet deadlines in a high paced environment
- IT literate and proficiency including strong Microsoft Office, Excel, Outlook
- Previous customer and client relation experience within a professional environment preferably within the stockbroking industry.
- Experience working in a team and autonomously

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.

Come join us as we continue to build wealth for generations!

📌 Private Wealth Assistant (Melbourne)
🏢 Recognized
📍 Melbourne