Adviser Team Assistant - Private Wealth

You like being at the centre of the action, not on a stage but in the engine room.

You are the person who quietly keeps a whole team humming, systems tidy, and clients well looked after.

This Adviser Team Assistant role sees you supporting a social, open group of Private Wealth Advisers in Perth, the kind of people who wander over to your desk rather than hide behind a closed door.
You will coordinate the operational side of multiple client portfolios, onboarding, account openings, trading, settlements, corporate actions and documentation across the team client base.
You keep client files immaculate and compliant, with everything easily found and ready for review. You do not let small errors slide.
You will manage correspondence, data entry, document preparation and email traffic so Advisers can focus on advice, not inbox management.
You will provide reception and front of house support as needed, answering calls, fielding queries and making sure every client interaction feels seamless.
You will also be the person taming the broader database, tagging, organising and segmenting so communication is smarter and more targeted.
You are embedded with the team, keeping the office running smoothly and the moving parts under control.
We are looking for someone with experience in wealth management, stockbroking or related financial services who enjoys working with a group, taking direction from more than one Adviser, collaborating with peers and pitching in wherever needed.
You are organised, logical and comfortable with large sets of data.
You get a quiet thrill from a well-tagged, well-structured CRM.
You are good-humoured and approachable.
You add lightness to the office but know when to dial it down and get things done.
You are happy in a supporting role and not looking to transition to an Adviser.
You measure success by how smoothly things run, not by having your name on client statements.
You will join a private wealth firm known for a relaxed management style, low bureaucracy and an open-door mindset. If you are stuck, you are encouraged to walk over, ask questions and work out the solution together, no politics, just problem solving.

Hours are early start, early finish to align with eastern states markets. 7 am summers, 8 am winters, finishing around 3 pm or 4 pm. It is fully office-based. You are part of the daily rhythm, conversations and decisions that keep the place moving.

If you are the practical, low-ego operator who loves a collaborative environment and takes pride in keeping things running smoothly, we would love to hear from you.

Like to have a chat before applying? Please call Eva on 0483 902 211 to discuss the role.

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