Entry-level wealth management role in a modern office with gym. Supportive team, hands-on portfolio admin, strong career growth opportunity.
About Euroz Hartleys Limited
Euroz Hartleys is Western Australia’s leading financial services firm, specialising in wealth management, stockbroking, corporate finance, institutional sales and targeted research services. Our success stems from the dedication and expertise of our 180+ talented team members who work collaboratively to deliver exceptional outcomes for our clients.
We’re honoured to have been named Employer of the Year at the 2024 Women in Wealth Awards and proud to have continued this recognition as Highly Commended in 2025 and a finalist again in 2026.
We invite you to join us.
The opportunity: Portfolio Administrator
Are you a recent graduate or early-career professional eager to start your journey in financial services? Here’s your chance to gain hands-on experience in the operational side of wealth management while directly supporting client portfolio management.
We are seeking a Portfolio Administrator to join our team, working closely with our Private Wealth and Operations teams. In this role, you’ll help manage and maintain client portfolios, streamline reporting, and ensure smooth administration processes.
As a Portfolio Administrator you will undertake a range of duties including:
- Perform daily data file uploads from external financial service providers and resolve any discrepancies.
- Conduct daily portfolio reconciliations, including cash and stock, and address inconsistencies.
- Manage account establishment and closure, including external accounts as required.
- Process off-market stock transfers on and off client HINs, ensuring accurate portfolio records.
- Build cost base histories for incoming stock.
- Allocate, process, and file registry mail.
- Assist in generating monthly, quarterly, and annual client reports.
- Support income tax processing and report preparation.
- Monitor and process corporate actions.
- Onboard new investment portfolios.
- Provide portfolio-related support to Advisers and Assistants.
- Liaise effectively with internal teams, investment advisers, and external financial service providers, requiring strong communication skills.
What you’ll gain
- Hands-on exposure to the operational processes behind Private Wealth, helping you build a strong foundation for a career in the industry
- Hands-on knowledge of portfolio platforms
- Understanding of compliance requirements and regulatory procedures.
- Opportunity to grow within a fast-paced, professional operations team.
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 suit someone wanting to establish a career within wealth management who has recently completed their degree in finance or related field.
To be successful in this role you will be able to display the following:
- Recent graduate or early-career professional (Finance, Commerce, Business, or similar)
- An interest in the Australian Securities Exchange (ASX)
- High attention to detail
- Proven skills in Microsoft Word and Excel
- Ability to work to deadlines, along with the flexibility to manage changing priorities
- Ability to work as part of a team and create a positive working environment
What we can offer
- Beautifully appointed office in QV1
- Free onsite Gym, Tennis Courts and Basketball court
- Attractive entry level salary
- Discretionary bonus
- Career development opportunities
- Range of employee benefits
- Team environment
- Work life balance
- Income protection insurance
- Early start / Early finish (working to Eastern Standard Time)
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.
