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Wealth Management jobs in Western Australia

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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 4 weeks 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...

4 weeks ago seen See more...

Associate Advisor - Wealth Management

Mutual Trust

Perth, WA

Support the Director, Wealth in the delivery of Wealth Management services to a sophisticated HNW, ultra HNW and NFP client base. Assist with understanding clients' financial goals, objectives and risk profiles. Attend client meet...

2 months ago seen See more...

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