Private Wealth Team Assistant

Melbourne
Wealth Management
Permanent

A prominent Wealth Management firm is seeking a Private Wealth Team Assistant to join their Melbourne office. With a strong presence across private wealth management, corporate finance, equity research, investment strategy, and institutional sales, the firm fosters a collaborative and innovative culture. It offers a flexible, respectful, and supportive work environment.

As a Team Assistant within the Private Wealth team, you’ll play a critical role in supporting a high-performing advisory team. Your contribution will be instrumental in delivering a high level of client service, assisting with financial advice preparation, and ensuring compliance and administrative effici...