Family Advisory Associate
Core
Coordinate client work, events, and resources for the Family Advisory team to deliver seamless experiences for clients and Investment Advisers.
Role type
Associate-level client operations and project coordination specialist
Builds
Client onboarding processes, event delivery, and advisory support materials
Domain
Australian private wealth management and family advisory
Deliverable
client delivery
Required skills
Client communication, project coordination, content creation, research, administrative management, Microsoft Office suite proficiency
Preferred skills
Professional qualifications in commerce or finance, academic qualifications in family governance and succession planning
Responsibilities
Coordinate client onboarding and respond to enquiries from Investment Advisers; Support client projects, deliverables, and presentations; Coordinate internal projects and resources; Create and update content for clients and internal audiences; Assist with client and market events; Maintain client records and team templates.
Seniority
Associate, operational support