Job Description
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.
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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
📌 Wealth Advisory Support Specialist (New South Wales)
🏢 Ord Minnett
📍 New South Wales
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