Private Wealth Portfolio Administrator – Client‑focused New South Wales

Private Wealth Portfolio Administrator – Client‑focused New South Wales

25 Sep
|
seek.com.au
|
New South Wales

25 Sep

seek.com.au

New South Wales

Private Wealth Firm in Sydney is seeking a Portfolio Administrator to support a small, agile team servicing high net worth clients. You will handle portfolio reconciliations, cash reconciliations, and preparation of investment reports and forms.

Role requires robust multitasking, attention to detail, and excellent communication with Directors and clients. Office-based role with exposure to global investments and a high standard of professionalism.
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📌 Private Wealth Portfolio Administrator – Client‑focused New South Wales
🏢 seek.com.au
📍 New South Wales

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