Private Wealth Adviser/Dealers Assistants positions at Shaw and Partners News05 May 2021

Working as an integral part of our Adelaide Office Team, the primary role is to assist a team of experienced and successful Senior Investment Advisers. Duties include but are not limited to:


  • Administration support to advisers and clients.
  • Responding to client queries and requests both written and verbal.
  • Open and maintain client accounts (equities, international, SMA’s) and ensure all information is accurate and meets minimum regulatory obligations.
  • Assist in preparing and sending client reports, portfolio reviews and presentations.
  • Prepare Deceased Estates, Change of Trustee and Stock Transfer documentation.
  • Assisting with the acceptance and allocation of Corporate Actions, such as Placements and New Issues.
  • Liaise with back office and share registries regarding client queries.
  • Placing Buy/Sell execution only orders in the market as requested by clients or advisers.
  • Ensuring trades are settled, monitoring daily equity debtors.
  • Ad hoc duties as requested by Advisers. 
  • General Office & housekeeping duties ensuring the smooth running of the Office & team environment.

The successful candidate will have

  • Minimum 2-3 years experience in an administration/PA/support/operations role within financial services.
  • Experience in a stockbroking environment is highly desirable.
  • RG146 accreditation is desirable.
  • Excellent written and verbal communication skills.
  • Ability to work under pressure and display resilience.
  • Exceptional organisational skills and the ability to work effectively within a small team.
  • Professional and positive attitude towards work & ability to build rapport quickly.
  • Exceptional attention to detail and analytical skills.
  • Strong excel, word, powerpoint and outlook skills.


Interested candidates should submit their CV via email attention to: The Hiring Manager – Adelaide Adviser/Dealers Assistant at [email protected]


Shaw and Partners

Shaw and Partners is a leading wealth manager and corporate advisery business with over $24 billion of clients’ investable assets under advice (April 2021). 


Shaw and Partners is 75% owned by EFG International, a global private banking group listed on the Swiss exchange with $200 billion in assets under management. Our relationship with EFG gives us access to 40+ offices globally in leading investment centres.


Find out more about Shaw and Partners visit

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