Ord Minnett is one of Australia’s most respected wealth management firms, with a proud history spanning more than 150 years. Our Logic Portfolio Administration team plays a critical role in supporting advisers, clients and the broader business through high-quality portfolio administration, reconciliations and reporting.

We’re now seeking an experienced Portfolio Administrator to join our Melbourne Operations team on a 12-month Fixed Term contract. This role is ideal for someone with 2–4 years’ experience in financial services or platform administration who is looking to deepen their exposure to Private Wealth and build strong technical foundations in portfolio operations.

About the Role

In this role, you will take ownership of daily portfolio administration activities, ensuring accuracy, timeliness and high service standards across the Logic platform. You’ll be responsible for end-to-end reconciliations across multiple asset classes, responding to internal Logic queries via Zendesk, and supporting advisers and clients through high-quality reporting and administration.

You’ll also play a key role in managing reporting cycles (quarterly and end of financial year), invoice generation and distribution, and supporting corporate actions and broader operational workflows. Working closely with the Logic and Operations teams, you’ll be expected to exercise sound judgement, manage competing priorities, and continuously build your technical capability within a Private Wealth environment.

What We’re Looking For

We’re looking for a capable, detail-driven professional who already understands the rhythm of financial services operations and is ready to step into a role with greater responsibility.

You’ll bring:

- 2–4 years’ experience in portfolio administration, platform operations, custody, or wealth management operations
- Exposure to platforms such as CHESS, Iress,



XPLAN or similar
- Strong understanding of financial markets and investment products
- Advanced attention to detail and the ability to meet strict deadlines
- Strong Microsoft Office skills, particularly Excel
- Clear, professional written and verbal communication skills
- A proactive, “can-do” attitude with strong problem-solving ability

Why Join Ord Minnett?

- Be part of a leading Australian wealth management firm with a rich history and strong reputation
- Gain hands-on exposure to Private Wealth operations and portfolio administration
- Build deep technical capability across reconciliations, platforms and reporting
- Work with experienced professionals in a highly respected firm
- Join a team-oriented, supportive team with genuine internal career pathways
- Establish a strong foundation for long-term growth in wealth management

If you’re looking to strengthen your technical expertise, gain meaningful exposure to Private Wealth, and grow your career within a firm with genuine heritage and momentum, we’d love to hear from you.

Joining Ord Minnett

Ord Minnett offers a unique opportunity to work with a dynamic and reputable firm and to build a career in advice with one of Australia’s premier private wealth firms. 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.

📌 Logic Portfolio Administrator (Melbourne)
🏢 Ord Minnett
📍 Melbourne