Private Wealth Assistant

About the Role:

We are currently seeking a Private Wealth Assistant to join our Brisbane office on a full-time, permanent basis. The primary focus of this position is to provide an exceptional level of client service and support which is consistent, effective and reliable.

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:

• Build and foster professional relationships with all stakeholders. 
• Maintain a thorough understanding of Ords procedures and general industry knowledge. 
• Maintain knowledge of our product offerings and administration requirements. 
• Flawless execution of adviser and client requests. 
• Accurately prepare and cross check client paperwork and supporting documentation. 
• Attend to daily mail. 
• Report on outstanding settlements and manage account debtor and credit balances.
• Maintain a thorough understanding of corporate deal flows and processes. 
• Provide accurate factual market information to clients and place execution only trade orders without error (if required) 
• Provide support to Private Wealth Advisers which is consistent and efficient. 
• Maintain and store detailed client files / General account housekeeping.
• Consistently meet risk and compliance requirements 
• Generate and distribute client reporting. 

About You
To succeed in this role, you will ideally possess:

• Degree is Business or Financial Planning desirable – a FASEA approved degree preferred 
• Administration experience advantageous 
• 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 and Teams
• Previous experience in Financial Services industry advantageous 
• 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.