Personal Assistant- Private Wealth Advisory

Job title : Personal Assistant- Private Wealth Advisory
Location : Victoria
Job type : Permanent or Full Time
Job reference : 1599746
Build your administration career in a respected financial services firm.

This is a fantastic opportunity for an organised, motivated administrator with 1–2 years of experience looking to develop their skills in professional services.
Join a well-established wealth advisory firm in Melbourne CBD, where you’ll be part of a collaborative support team assisting a group of experienced advisers. You’ll gain hands-on experience in diary management, client coordination, document preparation, and team support — all in a professional, people-first environment.

About the Role
As a Personal Assistant, you’ll support 3  financial advisers and play a key role in helping them manage their day and stay client-ready. This role will give you exposure to high-level admin support and insight into the private wealth space.

Your key responsibilities will include:
  • Managing adviser calendars and scheduling client meetings (in-person and virtual)
  • Preparing meeting documents, reports, and presentations
  • Formatting and proofreading client communications
  • Booking travel and managing itineraries
  • Assisting with email and phone communications
  • Light reception and overflow call handling when needed
  • Updating client information and maintaining records in Salesforce
  • General administrative tasks including scanning, printing, filing and data entry
About You
To succeed in this role, you’ll have strong attention to detail, excellent time management, and a proactive mindset. You’re someone who takes pride in getting things done and keeping a team organised.

You will have:
  • 1–2 years of experience in an administrative role
  • Polished personal presentation 
  • Strong Microsoft Office skills (Word, PowerPoint, Outlook)
  • Great communication skills — written and verbal
  • A professional approach to client interaction
  • Confidence using systems and learning new technology (Salesforce a bonus)
  • A collaborative, can-do attitude and a willingness to support others
This role would suit someone from professional services, corporate administration or financial services who is looking to grow their skills in a more structured environment.

Why You’ll Love This Role
  • Supportive and down-to-earth team culture
  • Central CBD fringe (St Kilda road) location close to transport
  • 1 WFH day per week after probation
  • Clear career progression and internal development opportunities
  • Work directly with advisers and gain insight into private wealth
  • Stable and well-established business with a great reputation
Ready to take the next step in your admin career? Apply now and join a team where your contribution really counts.