Ord Minnett offers a key Private Wealth Assistant role within a cooperative Private Wealth team. You will support advisers, manage client interactions and help deliver exceptional client outcomes in a wealth management setting.
In this role you will handle client enquiries, prepare documentation, maintain records, and assist with investment applications and portfolio administration, developing your career in financial advisory.
J-18808-Ljbffr
📌 Wealth Client Experience Coordinator Newcastle (Australia)
🏢 Ord Minnett
📍 Australia
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