Wealth Management jobs in Perth, WA

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TEAM ASSISTANT | WEALTH MANAGEMENT FIRM

Provide administrative support to Financial Advisers, including assisting with new client onboarding and preparing quarterly client updates. Manage audit and compliance checklists for client files. Coordinate internal events and a...

CompanyKeegan Adams Recruitment
AddressWest Perth, WA
CategoryLegal
Salary$75,000 - $80,000 a year
Job typeFull time
Date Posted a month ago See detail

Team Assistant | Wealth Management Firm

Keegan Adams Recruitment

West Perth, WA

$75,000 - $80,000 a year

Provide administrative support to Financial Advisers, including assisting with new client onboarding and preparing quarterly client updates. Manage audit and compliance checklists for client files. Coordinate internal events and a...