Team Assistant - Private Wealth Management

Melbourne
Asset Management
Permanent

This organisation is a long-standing player in the financial services industry. They have a strong presence in private wealth management, corporate finance, equity research, investment strategy, and institutional sales. The firm fosters a collaborative and innovative culture, offering an environment built on flexibility, respect, and support.

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

Responsibilities:

• Assist with preparing and implemen...