Office Manager - Wealth Management

THE WHO, THE WHAT AND THE WHERE
Our client is a well-established private wealth firm with strong national brand recognition and a boutique-feel office here in Perth. They provide tailored financial advice and investment management services to high-net-worth individuals, families, businesses and organisations.

As the Office Manager, you will run the Perth office and be the go-to person for everything from client services and events to marketing, facilities and office operations. With a high level of autonomy, you'll have the opportunity to take ownership of the role and make it your own.

You'll report to a highly regarded Adviser who genuinely values the support you provide. Working alongside a close-knit, down-to-earth team, you'll be encouraged to take pride in your work, bring ideas to the table and play an important role in the office's success.

WHAT'S INVOLVED?
- Be the first point of contact for clients and deliver exceptional service
- Coordinate office operations, facilities, suppliers, events and marketing initiatives
- Prepare correspondence, presentations, reports and client documentation
- Support onboarding, recruitment activities and general team administration
- Manage office expenses, records and administrative processes
- Provide support to Advisers while maintaining compliance and operational standards

WHAT DO YOU NEED?
We're looking for a positive, professional and highly organised individual who enjoys building relationships and making things happen. You'll be proactive, adaptable and confident working independently, with the ability to manage competing priorities while maintaining a high level of accuracy, discretion and professionalism. You will also bring:
- Experience in private wealth, financial planning or a related industry
- Advanced Microsoft Office skills, with Canva and Iress experience highly regarded
- Sound judgement, strong communication skills and a genuine client-service mindset

WHAT'S ON OFFER?
This is one of those rare opportunities that doesn't come around often. You'll enjoy a highly autonomous role, exposure to high-calibre clients and the chance to work with a genuinely supportive team.
- Salary up to $100,000
- CBD office location
- Early finish hours of 7:00am to 3:00pm

THIS SOUNDS PERFECT! WHERE DO I SIGN UP?
If you're a natural organiser who enjoys being the heart of the office, we'd love to hear from you.

Click Apply and submit your application, including a cover letter addressed to Eva.

Prefer a confidential discussion first? Call Eva on 08 6140 1800.