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Adviser Assistant / Office Coordinator

Ord Minnett - Perth, WA

Administration & Secretarial
Source: uWorkin


About Us

Ord Minnett is a leading wealth management group providing advice and tailored investment solutions including full-service stockbroking, financial planning, funds management and portfolio services. With a history spanning nearly 150 years, Ord Minnett is a highly respected name in the Australian investment landscape.

About the Role

An excellent opportunity has arisen in Ord Minnett’s Perth office for an Adviser Assistant / Office Coordinator.

This is an important and rewarding role which will see you juggling a wide number of duties. Your primary role will be providing support for a team of 2 advisers. You will also be the first point of contact for one of Australia’s oldest and most respected Wealth Management firms in Perth and will be responsible for the day-to-day administration of the office.

The primary focus is to ensure all administration of Perth office is adequately maintained and relationships with business partners are sustained to consistently meet service standards while ensuring a seamless service experience to our clients.

The role provides administration support to Perth advisory team and acts as the central point of contact for queries to and from the Sydney head office.

Key Responsibilities

The role encompasses a broad variety of administrative duties including:

  • Prioritise and screen Advisers’ incoming correspondence and enquiries, to enable the most effective use of time and resources. 
  • Coordinate all meetings, workshops and events including booking catering and venues, preparing attendee lists and invitations, managing responses, greeting and assisting attendees.
  • Act as first point of contact for client enquiries using initiative and taking ownership to resolve client enquiries and can build strong relationships with internal and external clients.
  • Prepare routine correspondence, presentations, briefings and reports, and other documentation.
  • Onboarding of new advisers
  • Plan and execute client marketing and events with marketing team
  • Undertake a range of administrative tasks to ensure the smooth and efficient running of the office, such as ordering stationery and supplies, ordering business cards, receipt of mail, expense management, leave management
  • Facilities management of the office including IT Support
  • Manage the office diary, and other executive services to ensure support is provided to the Advisers at all times. 
  • Stationery and Brochure Management 
  • Facilities Management of the Perth office, office fire warden and maintaining key office vendor relationships
  • Travel policy management / travel bookings for Perth staff
  • Organise staff team building morning tea, drinks and events
  • Working together with internal business partners and provide support to ensure group outcomes attained. (Advisers/IT/Finance/HR and Compliance) 

About You

  • Previous experience in a Client Services, Desk Assistant or Office Assistant role
  • Excellent verbal and written communication skills
  • Strong computer skills including proficiency in across full Microsoft Office suite
  • High attention to detail
  • Excellent interpersonal skills
  • Acts with integrity
  • Ability to plan, prioritise, think laterally and solve problems and demonstrate accountability
  • Ability to manage yourself and work autonomously
  • Tertiary qualifications in commerce, finance, economics, investment or similar, preferably FASEA approved

Applications Process

If you believe that you successfully match the above criteria – please apply using the link below or send your application & CV opportunities@ords.com.au

We thank all applicants for their interest, however due to the volume of applications only shortlisted candidates selected for interview will be contacted.