Ord Minnett is seeking a Private Wealth Assistant to provide administrative support to a team of advisers and act as a central point of contact for client queries. You will help build robust client relationships through proactive communication and ensure information is accurate and documentation is up to date.
You will work closely with Advisers, support staff, and Branch Managers to manage daily workflows, assist with client meetings and trades, and maintain records and back-office processes in
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📌 Wealth Advisory Support Specialist (New South Wales)
🏢 Ord Minnett
📍 New South Wales
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