Job Description
About Our Client
Our client is a Melbourne‑based wealth advisory and financial services firm specialising in tax optimisation, investment strategy, wealth management, and goals‑based financial advice. The business primarily supports high‑net‑worth individuals, sophisticated investors, charitable foundations, and private families, offering personalised, strategy‑driven financial planning and long‑term portfolio management.
Job Description
- Prepare, review, and organise client documentation, forms, and advice files to ensure accuracy and compliance.
- Manage client communication, meeting scheduling, follow-ups, and maintain accurate records within internal systems.
- Support advisors ...