Private Wealth Assistant

• Supportive, collaborative team culture with genuine mentorship
• Ongoing training, development & long-term career progression
• Sydney CBD location | Competitive salary package & benefits

Launch Your Career in Private Wealth & Financial Markets!
Join a highly regarded Stockbroking & Funds Management firm where you’ll gain hands-on exposure to Wealth Management, Financial Markets and high-net-worth client portfolios, all within a collaborative, supportive team environment.

Why You’ll Love This Role:

• Work alongside two experienced Advisers in a high-performing Private Wealth team
• Genuine long-term career progression into Wealth Management & Advice
• Supportive culture with ongoing mentoring and development
• Exposure to financial markets, trading platforms, SMSFs, IPOs and portfolio operations
• Sydney CBD location

You’ll become an integral part of a busy advisory team, supporting Advisers and high-value clients while gaining broad exposure across portfolio administration, trading support, corporate actions and client management.
No two days will look the same, this role offers the perfect blend of client interaction, operations and market exposure.

What You’ll Be Doing:

• Acting as the first point of contact for client enquiries via phone and email
• Preparing client meeting packs including portfolio reporting, research and recommendations
• Coordinating post-meeting actions and maintaining client communication
• Managing client records through Client Central & Task Dashboard
• Liaising with accountants regarding tax documentation
• Preparing meeting minutes for advisors
• Assisting with SMSF administration including contributions and minimum pensions

What We’re Looking For:

• Degree qualified in Finance, Commerce or Business
• Previous administration or operations experience within Financial Services
• Exposure to Wealth Management, Financial Planning, Stockbroking or Funds Management highly regarded
• Passion for Financial Markets and desire to build a long-term career in Wealth Management
• Strong communication, eager to learn and to receive feedback to grow and evolve within your career
• Ability to manage competing priorities in a fast-paced environment
• High attention to detail and strong processing capabilities
• Intermediate to advanced Excel skills

This is a fantastic opportunity to build a strong foundation within the Wealth Management industry while working closely with experienced Advisers and sophisticated clients.

You’ll gain valuable exposure to portfolio management, financial markets and wealth operations, positioning yourself for future career growth within Advice or Private Wealth.

Apply now or contact Briana Cowell at Succession Recruitment for a confidential discussion. [email protected]