Administrator – Private Wealth
Core
Provide administrative, client, and operational support for a private wealth business, including meeting coordination, document preparation, and client onboarding.
Role type
Junior administrative assistant (private wealth)
Builds
Internal business operations and client service workflows
Domain
Private wealth / Financial services
Deliverable
dashboards & analysis
Required skills
Organisation, time management, attention to detail, written and verbal communication, Microsoft Office (Outlook, Excel, Word, PowerPoint), data entry, stakeholder liaison, process improvement
Preferred skills
Experience with Netwealth, DASH, or Xplan platforms, project administration experience (via careerplan.io/jobs/33936e64-38f7-4da0-9ae7-2fe5fce0192d-administrator-private-wealth-at-peoplebank)
Responsibilities
Coordinating meetings, calendars, and stakeholder communications; Preparing documents, reports, presentations, and meeting minutes; Maintaining accurate records and business documentation; Assisting with client/account administration and onboarding; Managing data entry and updating internal systems; Tracking actions, workflows, and timelines; Supporting reporting and process improvement activities
Seniority
Junior, entry-level to early career