Integral Private Wealth | Sydney CBD

Full time | $70,000 package, inclusive of superannuation

Integral Private Wealth is seeking an organised, professional and capable Administration Assistant to join our Sydney office.

This is an important position within our business. You will work closely with the Operations Manager and Principal Financial Adviser to support the effective operation of the office and provide clients with a consistently professional experience.

Our Principal Financial Adviser has received industry awards, is regularly recognised as one of Australia’s leading financial advisers and is frequently featured in the media. This position offers the successful candidate an excellent opportunity to work closely with an experienced and highly regarded adviser while developing their knowledge of the private wealth profession.

The position will suit someone who takes pride in producing accurate work, communicates confidently and professionally, and remains calm and organised while managing competing priorities.

Key responsibilities

- Managing the Principal Financial Adviser’s calendar and coordinating client and internal meetings
- Arranging client appointments, confirmations and follow ups
- Managing reception, incoming calls, visitors and general office enquiries
- Preparing accurate client correspondence, documents and meeting materials
- Maintaining client records and completing general data entry and administration
- Supporting the Operations Manager with workflow coordination and office requirements




- Handling confidential personal and financial information with care and discretion

About you

We are looking for someone who:

- Is highly organised, dependable and proactive
- Has excellent written and verbal communication skills
- Demonstrates strong attention to detail and sound judgement
- Can prioritise tasks and work effectively with limited supervision
- Has a warm, confident and professional manner
- Is comfortable using Microsoft 365 and learning new systems
- Takes personal responsibility for producing work of a consistently high standard

Previous experience in financial advice, wealth management or another professional services environment will be viewed favourably. However, we place equal importance on attitude, initiative, reliability and a genuine willingness to learn.

Why join Integral Private Wealth?

Integral Private Wealth is a respected private wealth firm that values quality, professionalism and genuine care in supporting its clients. You will join an experienced and supportive team where your contribution will be recognised and valued. You will also gain valuable exposure to a high performing private wealth practice and work directly with senior members of the business.

This is primarily an office based position, with reasonable flexibility available by agreement while maintaining the high standard of service our clients expect.

If you are personable, capable and take pride in doing things properly, we would be pleased to hear from you.

How to apply

Please send your curriculum vitae and a brief covering note to Courtney at [email protected]

📌 Administration Assistant (Sydney)
🏢 Integral Private Wealth
📍 Sydney