Advisor Team Assistant – Private Wealth
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Job Description
Melbourne
Wealth Management
Permanent
An exceptional opportunity has arisen for an Advisor Team Assistant to join a prominent US private wealth advisory team, supporting a small group of senior investment advisers in a premium client-focused environment. This role offers a valuable entry point into private wealth management, where you will gain exposure to financial markets, client servicing, and the operational backbone of a fast-paced advisory desk.
This is a full-time permanent position based in Melbourne CBD. Typical working hours are from 9:00am to 5:00pm, with occasional flexibility depending on team activity.
Key Responsibilities
Team & Adviser Support
- Act as a key point of coordination between ...