WEALTH MANAGEMENT
- Private Credit & Private Equity Operations and Administration Fulltime | Rushcutters Bay location The Company Rivkin Private Wealth is a wholesale investment management firm that brings the disciplined approach of the Rivkin family’s own investing to entrepreneurs, executives, business owners, and families. Backed by a regulated financial services heritage dating to 1996, the firm invests its own capital alongside clients to ensure aligned interests. Rivkin Private Wealth manages increasingly complex wealth with clarity, rigour, and a long-term perspective across public and private markets globally, including private equity, private credit, property, venture capital, and listed securities. Since 2010, the team has provided multi-asset class investment management guided by trust, discretion, and continuity, building enduring relationships that span changing markets, opportunities, and generations. The Role We are looking for an organised, detail-oriented Client Support & Administration Associate to join us and help keep our clients' accounts, applications and reporting running smoothly. This is an excellent opportunity for someone early in their career who wants to build a foundation in financial services. You will be the engine room behind the client experience — handling everything from onboarding and account setup to processing applications, redemptions and payments, and producing the reports clients rely on. You will gain broad exposure to how a wealth management operation works end to end. Full training is provided on our systems and processes,



so prior funds experience is welcome but not essential.

Key Responsibilities
Client onboarding & accounts
• Onboard new clients to the team, guiding them through the process from start to finish.
• Set up and manage client accounts, including Macquarie and CMC accounts.
• Obtain AML/KYC documentation from clients, verify it, and keep records current and compliant over time. Fund applications, redemptions & funding
• Process client applications into private credit and private equity funds and manage the full application lifecycle.
• Process and manage all redemptions and prepare the associated documentation.
• Handle the funding of applications, including following up with clients to ensure funds are received on time.
• Process other client payments accurately and promptly.
• Help facilitate the onboarding of recent funds the team begins working with. Reporting & client support
• Prepare and provide reports clients require for their accountants, tax purposes, or general reporting needs.
• Obtain and distribute fund reports including distribution statements and unit holder statements.




• Respond to ad-hoc client requests and resolve day-to-day queries efficiently and professionally.
• Maintain accurate records and ensure all client information is up to date. What we’re looking for
• Proactive team player willing to learn and get involved from the get-go; a can-do attitude and willingness to take ownership of tasks.
• Strong attention to detail and a high standard of accuracy in everything you do.
• An understanding that the data and information we record, process and send to the clients and funds is highly important, so accuracy is everything.
• Excellent organizational skills and the ability to manage multiple tasks and deadlines.
• Clear, friendly and professional written, and verbal communication.
• Comfortable working with systems, spreadsheets and online platforms; quick to learn new tools.
• Discretion and reliability when handling sensitive client and financial information.
• Accountability

What we offer
• Hands-on training and genuine exposure to the full operations of a wealth management team.
• A supportive, friendly & close-knit team that will invest in your development.
• A collaborative environment where you can help improve inefficiencies and general work flow processes.

How to apply
If this sounds like you, we’d love to hear from you. Please submit your resume and a short cover letter telling us why you’re interested in the role. Applications close 6 November 2026. Only shortlisted candidates will be contacted.

📌 Client Support (Sydney)
🏢 Rivkin Private Wealth
📍 Sydney