Perth Banking & Financial Services Full Time (Permanent)

Salary:
Salary dependent on experience
- Modern office with onsite gym and additional perks
- Supportive and collaborative team culture
- Establish a rewarding career within a specialist administration function Join a leading wealth management team and build a rewarding career in client-focused administration and adviser support. About Euroz Hartleys Euroz Hartleys is Western Australia’s leading financial services firm, entering an exciting new chapter as 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 chance We have an exciting opportunity for a Dealers Assistant to join the team, you will provide operational support to a Private Wealth Adviser who primarily handles ASX securities trading, portfolio management and corporate desk deals. As a Dealers Assistant you will undertake a range of duties including:
- Client account management which includes assisting with the set-up of new accounts and required client follow up
- Provide support to the Adviser with client functions
- Aid in capital raisings using the Complii system
- Assist with time sensitive desk-generated deals
- Manage client fund availability to ensure settlement of share purchases
- Collaborate with the Operations Team to address any trade-related issues
- Identify wholesale and retail clients and maintain accurate records.
- Manage Adviser schedules and appointments
- Manage compliance requirements and maintain accurate,



up-to-date client files within XPlan 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 is best suited to a highly organised individual who enjoys providing high-quality administrative support and is looking to build a rewarding long-term career in administrative support. To be successful in this role you will be able to display the following:
- Previous experience in a similar type role would be highly regarded.
- Experience with data entry and data management tools.
- Exposure to quick-paced work settings and/or roles with tight deadlines.
- Exceptional focus on accuracy and precision in all administrative duties.
- Ability to thrive in a dynamic and high-pressure financial industry environment, quickly adapting to changing circumstances and new challenges as they arise.
- University degree in a related field would be highly regarded but not essential. What we can offer
- Beautifully appointed office in QV1
- Free onsite Gym, Tennis Courts and Basketball court
- Discretionary bonus scheme
- Range of employee benefits
- Discount health insurance with HBF
- Team environment
- Work life balance 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 – Head of People and Culture on 08 9268 3049. Please note, applications from recruitment agencies or individuals on a working holiday visa will not be considered. Date Posted: 29 Oct 2026

📌 Dealers Assistant (Perth)
🏢 Euroz Hartleys
📍 Perth