Join a highly respected private wealth firm known for its thoughtful, personalised advice and exceptional client relationships. This is an opportunity to work alongside some of Melbourne’s most trusted Financial Advisers supporting a sophisticated client base, including high-net-worth and wholesale investors as well as charitable organisations.

The Associate plays an integral role in delivering a seamless client experience, ensuring every interaction is precise, proactive and handled with care.

Key Responsibilities

Adviser and Client Support

Assist Advisers with all aspects of client management, including preparation of documentation, ongoing review processes and other administrative tasks or projects as required

Maintain accurate and compliant client records, prepare advice documentation and file notes

Record meeting notes and ensure follow-up actions are completed promptly

Respond to client queries with professionalism and warmth, liaising with accountants, lawyers and other external partners as needed

Manage Adviser diaries and coordinate client and internal meetings

Operational and Regulatory Support

Maintain and update regulatory documentation including Investor Certificates, Fee Disclosure Statements and Renewal Notices

Process applications, redemptions and fund transfers using a range of investment platforms

Keep training and compliance records current and accurate

Continuous Improvement

Develop and refine internal processes and templates to improve workflow efficiency

Proactively identify new ways to enhance client service delivery

Contribute to the achievement of team and firm objectives across service standards and client satisfaction

What’s on Offer

Mentorship and guidance from senior team members, with the opportunity to attend client meetings and charity events and be seen as a valued contributor within your team

Hybrid working options after probation, with flexible start times and two days WFH

A collaborative, modern environment in Melbourne’s CBD with excellent public transport access

This role suits someone who enjoys working closely with advisers in a high-performing environment, takes pride in attention to detail, and values integrity, professionalism and long-term relationships.

If you are looking to progress your career with a highly reputable firm, please send your resume to:

Kiera Brown

Director, FS Recruitment Solutions

[email protected]

0409 598 111