Job Description
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Opportunity to do PY
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Sydney CBD
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Supporting two Senior Advisors
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The Company
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A leading wealth management firm in Canberra is seeking an organized, client-focused Private Wealth Associate. In this position, you will deliver high-level administrative, operational, and marketing support to two experienced Wealth Advisers. You will play a crucial role in building strong client relationships, maintaining seamless business workflows, and ensuring compliance across all operations.
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This role is suitable for someone that wants to be an advisor for the long term.
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The Role
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Administrative & Client Support: Deliver high-level administrative support, respond efficiently to client queries, and manage team schedules and events.
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Account & Compliance Management: Establish and maintain client accounts. Monitor registers, account categorizations, risk profiling, and Statements of Advice (SOA) to meet all regulatory and compliance standards.
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Sales & Pipeline Tracking: Maintain and update Salesforce records for prospects and opportunities, delivering regular performance reports to advisers.
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Documentation & Pitch Preparation:



Assist advisers in preparing Statements of Advice (SOA), Records of Advice (ROA), pitch documents, portfolio reviews, and marketing collateral.
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Transactions & IPOs: Oversee Initial Public Offer (IPO) applications, documentation, and client correspondence.
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Operations Liaison: Coordinate with internal Operations teams to ensure smooth workflow execution and business initiative delivery.
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Your Experience
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Prior experience working within a professional services setting.
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High proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint) and familiarity with CRM systems (Salesforce experience preferred).
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Exceptional written, verbal, and interpersonal communication skills with a strong ability to build rapport.
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General understanding of and a keen interest in financial markets.
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Proactive approach to risk management and compliance guidelines.
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At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
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📌 Private Wealth Associate (New South Wales)
🏢 Randstad - Australia
📍 New South Wales