Advisor Team Assistant – Private Wealth

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 ...