Address
Form of workAbout the Role:
We currently have an exciting opportunity for a Private Wealth Assistant to join our vibrant and professional Sydney CBD office. The primary focus of this position is to provide exceptional support to a team of Private Wealth Advisers in the delivery of consistent, effective and reliable service outcomes.
Ord Minnett is a leading Australian wealth management firm, offering full-service stockbroking, financial planning, funds management and portfolio services. With a history spanning nearly 150 years, Ord Minnett is a highly respected name in the Australian investment landscape.
Key Responsibilities include:
- Answer all incoming client calls and respond to client email queries
- Accurately prepare client documentation and execution of adviser and client requests
- Maintain and store client files
- Provide consistent and efficient support to advisers
- Maintain a thorough understanding of current corporation actions, product offerings, administration and procedure requirements and general industry knowledge
- Manage account debtor and credit balances
- Consistently meet risk and compliance requirements
- Taking and placing orders, managing bulk trades and executing BPOs
- Distributing holding statements periodically
- Liaising with internal departments for various processes
- Preparing all application forms, any change of detail forms, adviser nomination letters
About You
To succeed in this role, you will ideally possess:
- Tertiary qualifications, preferably in Finance, Commerce or Business
- Ability to develop strong relationships with high-net-worth individuals.
- High level of planning and organising skills
- Excellent and proven accuracy - strong attention to detail
- Outstanding written and verbal communication skills
- Demonstrated ability to meet deadlines in a high paced environment
- IT literate and proficiency including strong Microsoft Office, Excel, Outlook
- Previous customer and client relation experience within a professional environment preferably within the stockbroking industry.
- Experience working in a team and autonomously
Joining Ord Minnett
Ord Minnett offers a unique opportunity to work with a dynamic and reputable firm. Elevate your career where you'll become an integral part of Australia's premier wealth management group.
Join us in shaping the future of the Australian investment landscape and be part of a team that values excellence, cohesiveness, a great work culture, where you'll be an integral part of a team committed to delivering top-tier services.
Come join us as we continue to build wealth for generations!
