Are you a highly organised administrator with a passion for client service and an interest in financial markets? This is an excellent opportunity to join Ord Minnett and become a valued member of a collaborative Private Wealth team, supporting advisers and helping deliver exceptional outcomes for clients.

As a Private Wealth Assistant, you'll play a central role in the client experience, acting as a key point of contact while working closely with Advisers, Branch Managers and support teams. This position offers exposure to wealth management, investment markets and client portfolio administration, making it an ideal opportunity for someone looking to develop a long-term career in financial advisory.

About the Role In this quick-paced and client-focused position, you will provide administrative and operational support to a team of Private Wealth Advisers while helping maintain strong and lasting client relationships.

Your responsibilities will include:

- Acting as the first point of contact for client enquiries via phone, email and in person
- Building positive client relationships and ensuring the timely delivery of accurate information
- Preparing, distributing and following up client correspondence and documentation
- Maintaining accurate and up-to-date client records and files
- Supporting advisers with daily trading administration, client meetings and trade follow-up activities
- Assisting with investment applications, settlements and portfolio administration
- Preparing and distributing client reports and investment-related documentation
- Managing adviser correspondence, mail and document handling processes
- Developing knowledge of financial markets, investment products, ASX regulations and industry practices
- Collaborating closely with advisers, branch leadership and support teams to deliver a seamless client experience

What We're Looking For





Essential Skills & Experience

- Strong administration and client service experience
- Excellent verbal and written communication skills
- High attention to detail and strong organisational ability
- Intermediate proficiency across Microsoft Office, including Word, Excel and Outlook
- Ability to manage multiple priorities in a professional and fast-paced environment
- A proactive, team-oriented approach with a commitment to delivering exceptional client service

Desirable Qualifications & Experience

- Degree in Business, Finance, Commerce or a related discipline
- Kaplan Professional Diploma or equivalent qualification
- Previous experience within financial services, wealth management, stockbroking or investment administration

We offer the opportunity to:

- Develop your career within a leading Australian wealth management organisation
- Work alongside experienced advisers and industry professionals
- Gain valuable exposure to investment markets and private wealth management
- Be part of a collaborative, supportive and high-performing team culture
- Contribute to delivering exceptional outcomes for clients

Joining Ord Minnett

Ord Minnett offers a unique opportunity to work with a dynamic and reputable firm. Elevate your career where you'll become an integral part of Australia's premier wealth management group.

Join us in shaping the future of the Australian investment landscape and be part of a team that values excellence, cohesiveness, a great work culture, where you'll be an integral part of a team committed to delivering top-tier services.

Ord Minnett does not accept unsolicited resumes from recruitment agencies and search firms. Please do not email or send unsolicited resumes to any Ord Minnett employee, location or address. Ord Minnett will not be responsible for, and will not pay, any fees, commissions or other payments related to unsolicited resumes.

📌 Private Wealth Assistant (Newcastle)
🏢 Ord Minnett
📍 Newcastle