About The CompanyLotus People are delighted to be working with a leading national wealth management firm to recruit a Private Wealth Assistant based in their Newcastle CBD office!We love working with this business as they are well-regarded and have a fantastic name in the market. Having offices nation-wide, with Sydney being their headquarters, their office environment is professional, social and inclusive. They often host team social events and outings throughout the year. This business has impressive staff tenure and are a true employer of choice!Despite being a long-established firm, the environment feels close-knit, giving you the opportunity to gain real, hands-on experience and make a tangible impact.About The RoleBased in the Newcastle office, this role is pivotal in supporting Private Wealth Advisers and maintaining seamless client service delivery. Youll be the first point of contact for high-value clients, manage correspondence, coordinate adviser activities, and maintain investment portfolios. This is a hands-on, varied role where your work directly impacts client satisfaction and adviser efficiency.DUTIESAct as the first point of contact for client enquiriesDraft and distribute accurate client correspondenceMaintain and update client portfolio records, including corporate actionsManage adviser diaries, calls, and emailsProvide support during adviser absences (e.g., trade settlements, pricing info)Liaise with share registries and internal operations teamsGenerate and dispatch client portfolio reports and transaction confirmationsPerform administrative tasks such as mail handling, scanning, and ad hoc office supportCover reception and liaise with suppliers as requiredSKILLS & EXPERIENCEHSC or equivalent required; a degree in business, finance, or commerce preferredProficiency in Microsoft Office, data systems, and document handlingExcellent communication skills and client-facing professionalismStrong attention to detail, with the ability to work to strict deadlinesMotivated self-starter with strong organisational skillsPrevious experience in financial services or administrative support advantageousRG146 accreditation or Kaplan diploma highly regardedBENEFITSDiscretionary bonus based on team performance and deal flowLong-term career development opportunities (clear pathway to becoming an adviser for those interested, with structured development programs actively being expanded)Nationally recognised, well-respected brand in financial servicesSupportive and professional working environmentNewcastle CBD locationIf you''re a proactive individual with a strong willingness to learn, excellent attention to detail, and a can-do attitude - this could be the role for you!How To ApplyClick APPLY or contact Kaitlyn at kaitlyn.dowd@lotuspeople.com.au for a confidential discussion. At Lotus People, we are committed to fostering diversity, equity and inclusion. We encourage applicants from all backgrounds to apply and will ensure a fair and equitable recruitment process.Lotus People are proud to have been awarded Best Agency for Candidate Experience for five consecutive years. We respond to every applicant and will strive to ensure you have a positive experience with us!If this sounds like the ideal role for you, apply now for immediate consideration! #J-18808-Ljbffr
Job Title
Private Wealth Assistant