Dealer's Assistant supporting four Private Wealth Advisers in a team environment. Excellent benefits and opportunities to develop.
About Euroz Hartleys
Euroz Hartleys is Western Australia’s leading financial services firm, entering an exciting new chapter as we evolve into a dedicated Private Wealth business. Our team of more than 55 Private Wealth Advisers brings deep experience, specialist expertise and a shared commitment to helping clients achieve their financial goals.
We are proud to be recognised as an employer of choice, having been named Employer of the Year at the 2024 Women in Wealth Awards, followed by a Highly Commended recognition in 2025 and finalist status again in 2026.
As we continue to grow and shape the future of Private Wealth, we invite you to be part of our journey. Join us.
The opportunity
We have an exciting opportunity for a Dealers Assistant, you will provide operational support to a team of highly successful Stockbrokers and Investment Advisers who primarily handle ASX securities trading, portfolio management and corporate desk deals.
As a Dealers Assistant you will undertake a range of duties including:
- Client account management which includes assisting with the set-up of new accounts and required client follow up
- Aid in capital raisings using the Complii system
- Assist with time sensitive desk-generated deals
- Manage client fund availability to ensure settlement of share purchases
- Collaborate with the Operations Team to address any trade-related issues
- Build the skills and obtain a qualification to be able to complete execution only trades on behalf of Advisers
- Identify wholesale and retail clients and maintain accurate records.
- Manage Adviser schedules and appointments
- Manage compliance requirements and maintain accurate, up-to-date client files within XPlan
About you
Being able to bring your whole self to work is important to us. At Euroz Hartleys we embrace our values of Relationships, High Performance, Integrity, Accountability and Respect.
This role would ideally suit a candidate with exceptional organisational skills and an interest in learning more about the stock market.
To be successful in this role you will be able to display the following:
- Previous experience in a similar type of role would be highly regarded.
- An understanding of the Australian Securities Exchange (ASX).
- Experience with data entry and data management tools.
- Exposure to fast-paced work settings and/or roles with tight deadlines.
- Exceptional focus on accuracy and precision in all administrative duties.
- A strong understanding of financial services, client administration, compliance requirements and industry processes.
- Ability to thrive in a dynamic and high-pressure financial industry environment, quickly adapting to changing circumstances and new challenges as they arise.
- University degree in a related field would be highly regarded but not essential.
What we can offer
- Beautifully appointed office in QV1
- Free onsite Gym, Tennis Courts and Basketball court
- Discretionary bonus scheme
- Range of employee benefits
- Discount health insurance with HBF
- Team environment
- Work life balance
Supporting a diverse workforce
We recognise the uniqueness of our employees, and the skills and experiences each and every member of our team can bring to Euroz Hartleys. We see the value of diverse voices and we are continuing our evolutional journey toward greater Diversity, Equity and Inclusion. We invite you to join us on this journey.
How to apply
If you feel you are a suitable candidate, please submit your application by clicking on the ‘Apply’ button.
All applications received will be treated with utmost confidentiality.
If you would like to discuss this opportunity further, please contact Gemma Crawford - Human Resources Manager on 08 9268 3049.
Please note, applications from recruitment agencies or individuals on a working holiday visa will not be considered.
