Perth

Banking & Financial Services

Full Time (Permanent)

Salary: Salary dependent on experience

- Modern office with onsite gym and additional perks
- Excellent opportunity to start a long term career in wealth management
- Supportive and collaborative team culture

Support private wealth advisers by managing client portfolio system, maintaining reporting accuracy, and ensuring seamless portfolio administration.

About Euroz Hartleys Limited

Euroz Hartleys is Western Australia’s leading financial services firm, entering an exciting new chapter as we evolve into a dedicated Private Wealth business. Our team of more than 55 Private Wealth Advisers brings deep experience, specialist expertise and a shared commitment to helping clients achieve their financial goals.

We are proud to be recognised as an employer of choice, having been named Employer of the Year at the 2024 Women in Wealth Awards, followed by a Highly Commended recognition in 2025 and finalist status again in 2026.

As we continue to grow and shape the future of Private Wealth, we invite you to be part of our journey. Join us.

The opportunity: Portfolio Administrator

Are you a recent graduate or early-career qualified eager to start your journey in financial services? Here’s your chance to gain hands-on experience in the operational side of wealth management while directly supporting client portfolio management.

We are seeking a Portfolio Administrator to join our team, working closely with our Private Wealth and Operations teams. In this role, you’ll help manage and maintain client portfolios, streamline reporting, and ensure smooth administration processes.

As a Portfolio Administrator you will undertake a range of duties including:





- Perform daily data file uploads from external financial service providers and resolve any discrepancies.
- Conduct daily portfolio reconciliations, including cash and stock, and address inconsistencies.
- Manage account establishment and closure, including external accounts as required.
- Process off-market stock transfers on and off client HINs, ensuring accurate portfolio records.
- Build cost base histories for incoming stock.
- Allocate, process, and file registry mail.
- Assist in generating monthly, quarterly, and annual client reports.
- Support income tax processing and report preparation.
- Monitor and process corporate actions.
- Onboard new investment portfolios.
- Provide portfolio-related support to Advisers and Assistants.
- Liaise effectively with internal teams, investment advisers, and external financial service providers, requiring strong communication skills.

What you’ll gain

- Hands-on exposure to the operational processes behind Private Wealth, helping you build a strong foundation for a career in the industry
- Hands-on knowledge of portfolio platforms
- Understanding of compliance requirements and regulatory procedures.
- Opportunity to grow within a fast-paced, professional operations team.

About you Being able to bring your whole self to work is important to us. At Euroz Hartleys we embrace our values of Relationships, High Performance,



Integrity, Accountability and Respect.

This role would suit someone wanting to establish a career within wealth management.

To be successful in this role you will be able to display the following:

- Recent graduate or early-career professional (Finance, Commerce, Business, or similar)
- An interest in the Australian Securities Exchange (ASX)
- High attention to detail
- Proven skills in Microsoft Word and Excel
- Ability to work to deadlines, along with the flexibility to manage changing priorities
- Ability to work as part of a team and create a positive working environment

What we can offer

- Beautifully appointed office in QV1
- Free onsite Gym, Tennis Courts and Basketball court
- Attractive entry level salary
- Discretionary bonus
- Career development opportunities
- Range of employee benefits
- Team environment
- Work life balance
- Income protection insurance
- Early start / Early finish (working to Eastern Standard Time)

Supporting a diverse workforce We recognise the uniqueness of our employees, and the skills and experiences each and every member of our team can bring to Euroz Hartleys. We see the value of diverse voices and we are continuing our evolutional journey toward greater Diversity, Equity and Inclusion. We invite you to join us on this journey.

How to apply

If you feel you are a suitable candidate, please submit your application by clicking on the ‘Apply’ button.

All applications received will be treated with utmost confidentiality.

If you would like to discuss this opportunity further, please contact Gemma Crawford - Human Resources Manager on 08 9268 3049.

Date Posted: 22 Sept 2026

📌 Portfolio Administrator (Perth)
🏢 Euroz Hartleys
📍 Perth