Private Wealth EA - 12-month contract

Sydney

Wealth Management

This established financial services organisation is seeking an  Executive Assistant  for a  12-month contract , with the  potential for immediate permanent employment . With a strong presence in private wealth management, corporate finance, equity research, investment strategy, and institutional sales, the firm cultivates a collaborative and innovative culture. It offers a flexible, respectful, and supportive work environment.

As a EA within the Private Wealth team, you’ll play a critical role supporting an advisory team. 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 implementing financial advice and investment proposals
• Support maintenance of client relationships and ongoing servicing
• Deliver high-level client service and manage day-to-day client communications
• Ensure compliance with current legislation and industry standards
• Identify and contribute to continuous process improvements
• Oversee stock settlements, fund transfers, and related client communications
• Manage administrative tasks including documentation, correspondence, filing, and expense reconciliation
• Facilitate onboarding of new clients and maintain accurate records
• Collaborate with internal teams and provide leave coverage for other assistants
• Perform other ad-hoc administrative duties as required

Experience, and Qualifications :

Personal Attributes :

No Working Holiday Visa applicants will be considered as a temp to permanent role.