Job Description

A prominent Wealth Management firm is seeking aPrivate Wealth Team Assistant to join theirMelbourne office. With a strong presence across private wealth management, corporate finance, equity research, investment strategy, and institutional sales, the firm fosters a collaborative and innovative culture. It offers a flexible, respectful, and supportive work setting.

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As aTeam Assistant within the Private Wealth team, you'll play a critical role in supporting a high-performing advisory team. Your contribution will be instrumental in delivering a high level of client service, assisting with financial advice preparation, and ensuring compliance and administrative efficiency.

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Responsibilities:

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- Assist with preparing and implementing financial advice and investment proposals
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- Support maintenance of client relationships and ongoing servicing
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- Deliver high-level client service and manage day-to-day client communications
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- Ensure compliance with current legislation and industry standards
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- Identify and contribute to continuous process improvements
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- Oversee stock settlements, fund transfers, and related client communications
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- Manage administrative tasks including documentation, correspondence, filing, and expense reconciliation
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- Facilitate onboarding of new clients and maintain accurate records
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- Collaborate with internal teams and provide leave coverage for other assistants
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- Perform other ad-hoc administrative duties as required
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Experience, and Qualifications:

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- University Degree in Business / Economics / other finance related discipline is highly regarded
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- Minimum of 3 years' experience in a support capacity
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- Experience in stock broking assistant roles would be highly desirable
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- Proficiency in relevant IT software, including: IRESS, Agility, MS Word & MS Excel, X- Plan
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- RG146 compliance is advantageous
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Personal Attributes:

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- Proactive, self-motivated, and detail-oriented
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- Able to manage deadlines and multitask effectively
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- Strong interpersonal and communication skills
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- Excellent time management and prioritization
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- Sound understanding of the ASX, share markets, and corporate law
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- Keen interest in continuous learning and personal development
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Please note: you must hold a valid visa that allows you to work full-time. Working Holiday Visas will not be considered.

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Our client are looking for someone relatively early in their career, with amaximum of 4 years' experience as an EA or TA within Wealth Management, Corporate Finance, Equity Research, Investment Strategy, or Institutional Sales.

📌 Private Wealth Team Assistant (Victoria)
🏢 Anton Murray Consulting
📍 Victoria