Administrator – Private Wealth

Richmond, Melbourne
5 days in the office
$80K–$85K package incl. super (flexible for the right person)
Permanent, Full Time
Great career growth opportunity

Our client is a growing and highly regarded private wealth business seeking a proactive and organised Administrator to support day-to-day business, client and project activities.

This role is ideal for someone with 1–2 years’ administration experience, including candidates from wealth management, financial services, banking, professional services or similar corporate environments. Recent graduates and interns with relevant administration exposure are also.

About the Role

Key responsibilities include:

- Providing administrative, client and operational support across the business
- Coordinating meetings, calendars, stakeholder communications and follow-ups
- Preparing documents, reports, presentations and meeting minutes
- Maintaining accurate records, data and business documentation
- Assisting with client/account administration, onboarding and compliance
- Managing data entry and updating internal systems
- Tracking actions, workflows, timelines and outstanding tasks
- Supporting reporting, information gathering and process improvement
- Liaising with internal stakeholders and external service providers
- Supporting projects and operational activities as required
- Supporting and learning alongside experienced team members

About YouIdeally, you will have:

- 1–2 years’ administration experience in wealth management, financial services, banking,



professional services or a similar corporate workplace
- Strong organisation, time management and attention to detail
- Excellent written and verbal communication skills
- Confidence working with multiple stakeholders
- Intermediate Microsoft Office skills – Outlook, Excel, Word and PowerPoint
- Ability to manage multiple priorities in a fast-paced environment
- A proactive, positive attitude and willingness to learn
- Strong problem-solving skills and initiative
- Ability to work independently and as part of a team
- Experience with Netwealth, DASH, Xplan or similar financial services platforms is desirable but not essential.

Opportunity

Join a successful and growing private wealth business offering strong career development, exposure to experienced professionals and opportunities to build your corporate, financial services and project administration skills.

Keywords

Administrator, Administration Assistant, Client Services Administrator, Administrative Assistant, Office Administrator, Office Coordinator, Financial Planning Administrator, Wealth Management Administrator, Business Support Officer, Junior Administrator, Project Administrator,Project Support Officer

Peoplebank and Leaders IT are committed to creating a diverse and inclusive workplace where everyone belongs. We welcome applications from people of all backgrounds, identities, and experiences. If you need adjustments to the recruitment process due to your circumstances, please let us know—we’re here to support you.

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📌 Administrator – Private Wealth (Melbourne)
🏢 Peoplebank
📍 Melbourne