Dealers Assistant (Western Australia)

Dealers Assistant (Western Australia)

01 Nov
|
Euroz Hartleys
|
Western Australia

01 Nov

Euroz Hartleys

Western Australia

At Euroz Hartleys, we are always looking to connect with talented individuals who are passionate about financial markets and delivering outstanding client outcomes.

We encourage you to explore our current openings below and check back regularly, as new positions are posted as they become available. For the latest updates, follow us on LinkedIn and be the first to know when new roles go live.

Want to learn more about our employee benefits and what it’s like to work here? Check out our Career Opportunities page.

Interested in what it’s like to be part of our team? Learn more about our values and culture and discover how we support our people to grow and thrive in a collaborative and high-performance environment.

Dealers Assistant

Perth

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.

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 opportunity





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 recent 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 fast-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
- 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.

Please note, applications from recruitment agencies or individuals on a working holiday visa will not be considered.

Introduced by my sister, I began at Euroz Hartleys in a contract role, which I embraced. The company is full of amazing, talented, and hardworking individuals. I started with scanning, progressed to an office junior, and was eventually promoted to Credit Control Assistant. I appreciate the diverse interactions and learning opportunities, working with colleagues from various roles. The people at Euroz Hartleys, from different backgrounds and experiences, create a fantastic work environment.

#J-18808-Ljbffr

📌 Dealers Assistant (Western Australia)
🏢 Euroz Hartleys
📍 Western Australia

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: dealers assistant (western australia) / western australia

Subscribe to this job alert:

Get the latest job offers by email for: dealers assistant (western australia) / western australia