Private Wealth Assistant
Core
Support 3 Senior Wealth Management Advisers in day-to-day administration and client service activities across high-net-worth client portfolios.
Role type
Private Wealth Assistant (Client Service & Administration)
Builds
Client service, account onboarding, trade settlements, and investment reports for high-net-worth clients.
Domain
Financial Services / Private Wealth / Stockbroking
Deliverable
client delivery
Required skills
Client communication, trade settlements, account onboarding, investment reporting, administration, time management, Microsoft Office
Preferred skills
ASX and international equities knowledge, CHESS/registry processes, IPOs/placements/rights issues, HINs experience, Platform experience
Technologies
Microsoft Office, CHESS, HINs
Responsibilities
Respond to client requests, manage email inbox, handle fund transfers, manage new client onboarding, provide investment reports, maintain knowledge of legislation and industry standards.
Seniority
Mid-level, hands-on IC