Office Manager/ Private Wealth Assistant

Your Opportunity

We currently have an exciting opportunity for an Office Manager/Private Wealth Assistant to join our dedicated and professional Perth team. This role will be responsible for the smooth day-to-day operation of the Perth office while providing high-level administrative, operational, and management support to enhance efficiency and business effectiveness. This role requires a productive individual with strong interpersonal, time management and organisational skills.

About Ord Minnett (Ords)

Ord Minnett is a leading Australian wealth management group providing full-service stockbroking, financial planning, funds management, institutional broking and corporate finance services. With a history spanning over 150 years, Ord Minnett is a highly respected name in the Australian investment landscape.

What You'll Be Doing

• Delivering exceptional client service and managing enquiries with professionalism and efficiency.

• Providing high-quality administrative and operational support to Advisers and the broader team.

• Managing client documentation, account maintenance, and a variety of client transactions with accuracy and attention to detail.

• Supporting risk, compliance, and governance requirements by maintaining accurate records and ensuring adherence to regulatory obligations.

• Acting as a central point of contact between the office, internal support teams, and external service providers.

• Coordinating office operations, including facilities, technology, supplies, and workplace resources.

• Assisting with financial administration, invoicing, and expense management activities.

• Coordinating client, marketing, and team events.

• Supporting people-related activities such as recruitment, onboarding, training, employee engagement, and leave administration.

• Identifying opportunities to improve processes, enhance efficiencies, and contribute to a positive workplace culture.

About You

We are seeking a highly professional and organised Office Manager with proven experience in office operations and an interest in the financial services industry.

To be successful in this role, you will have:

• Experience in office management, administration, client services, or operational support.

• Strong communication and interpersonal skills, with the ability to build effective working relationships across all levels.

• A customer-focused mindset and commitment to delivering high-quality outcomes.

• Excellent organisational and time management skills, with the ability to manage multiple priorities and meet deadlines.

• Exceptional attention to detail and a proactive, solution-oriented approach.

• The ability to work autonomously while contributing positively within a collaborative team environment.

• Sound judgement, professionalism, and the ability to handle confidential information with discretion.

• A strong sense of accountability, initiative, and commitment to continuous improvement.

Joining Ord Minnett

Ord Minnett offers a unique opportunity to work with a dynamic and reputable firm. Elevate your career where you'll become an integral part of Australia's premier wealth management group.

Join us in shaping the future of the Australian investment landscape and be part of a team that values excellence, cohesiveness, a great work culture, where you'll be an integral part of a team committed to delivering top-tier services.

Ord Minnett does not accept unsolicited resumes from recruitment agencies and search firms. Please do not email or send unsolicited resumes to any Ord Minnett employee, location or address.