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Associate Advisor - 12-month initial contract

Melbourne VIC 3004•Full time

KEY POINTS WE FOUND

Support 3 private client advisers in a global tier-one Private Wealth Advisory firm.
Facilitate administrative client queries and client on-boarding processes.
Assist in client asset transfers and monitor stock settlements.

Client Service Manager - Asset Services - 10-month contract

Melbourne VIC 3004•Contract

KEY POINTS WE FOUND

Manage administrative and relationship needs of institutional trust clients.
Respond to client enquiries and coordinate client activities.
Identify opportunities for expanding business relationships.

Operations Manager - Alternative Investments

Sydney NSW 2000•Full time

KEY POINTS WE FOUND

Oversee and optimise operational processes for alternative assets offering.
Manage client onboarding and ensure adherence to regulations.
Train and develop team members while ensuring operational efficiency.