Job Description

An exceptional opportunity has arisen for an Advisor Team Assistant to join a prominent US private wealth advisory team, supporting a small group of senior investment advisers in a premium client-focused environment. This role offers a valuable entry point into private wealth management, where you will gain exposure to financial markets, client servicing, and the operational backbone of a fast-paced advisory desk.

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This is a full time permanent position based in Melbourne CBD. Typical working hours are from 9:00am to 5:00pm, with occasional flexibility depending on team activity.

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Key Responsibilities

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- Act as a key point of coordination between the adviser team, internal operations teams, clients, and third-party providers
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- Support daily workflow for advisers including diary coordination, internal follow-ups, and task tracking
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- Prepare briefing packs for internal and client meetings including portfolio summaries, research, valuations, and investment recommendations
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Client Service & Communication

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- Manage inbound client queries via phone and email with professionalism and urgency
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- Assist with client onboarding, KYC, and account maintenance processes
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- Coordinate follow-ups from client meetings including preparation of investment paperwork, account updates, and instruction processing
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- Liaise with clients' accountants or external advisers regarding portfolio documentation and tax-related reporting
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Administration & Documentation

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- Assist with preparation and submission of investment applications, corporate action instructions, and compliance documentation
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- Maintain up-to-date records of client preferences, investment holdings, and meeting notes
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- Coordinate the distribution of holding statements, quarterly performance reports and transaction summaries
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Market Support (optional depending on experience)

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- Assist with basic trading execution support including order monitoring, pricing queries and trade confirmations
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- Provide general market research support including pulling product data, company updates and market summaries
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General Operational Support

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- Liaise with internal operations teams (e.g. settlements, client services, compliance) to ensure seamless execution of client instructions
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- Assist with tasks related to managed funds, platforms, term deposits and corporate actions (as needed)
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- Track and monitor important tasks to ensure no client matters fall through the cracks
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Skills & Experience Required

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Qualifications

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- A tertiary qualification in Finance, Commerce, Economics or Business is preferred but not essential
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Experience

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- 2–6 years of experience in a professional services or financial services environment
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- Prior experience supporting financial advisers or client service teams in wealth management, private banking, or investment platforms is highly regarded
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Skills

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- Outstanding written and verbal communication skills
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- High level of attention to detail and organisational ability
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- Strong client service ethic and ability to manage client relationships professionally
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- Competency in Microsoft Office (Excel, Word, Outlook); experience with financial software (e.g., IRESS, Xplan, or platforms) is advantageous
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- Ability to prioritise competing tasks and operate effectively under pressure in a team environment
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📌 Advisor Team Assistant - Private Wealth (Victoria)
🏢 Anton Murray Consulting
📍 Victoria