In-Demand Portfolio administrator Jobs in Western Australia

Portfolio Administrator
Euroz Hartleys —Perth WA
- Full-time
- Microsoft Word
- Microsoft Excel
- Management
7d
Branch Administrator
Terex Corporation —Perth WA
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee stock purchase plan
- Opportunities for advancement
Contract Administrator
Emerson Raine —Subiaco East WA
- $79,500 - $85,000 a year
- Full-time
- Management
- Customer service
- Administrative experience
Quick Apply
Senior Contract Administrator
Hassell Services —Perth WA
- Full-time
- Hybrid work
- Research
- Microsoft Office
- Analysis skills
- Parental leave
Quick Apply
Site Administrator
MACA —Western Australia
- Customer service
- Maintenance
- Microsoft Office
- Health insurance
- Parental leave
11d
Project Administrator
RJV —Balcatta WA
- Full-time
- Microsoft Office
- Administrative experience
- No degree
- Professional development assistance
Sustainability Administrator
AngloGold Ashanti —Perth WA
- Part-time
- Management
- Microsoft Office
- Administrative experience
- Health insurance
- Parental leave
5d
Heritage Officer
Yamatji Marpla Aboriginal Corporation —Perth WA
- Full-time
- First Aid Certification
- Communication skills
- Time management
- Annual leave
- Parental leave
1d
Financial Adviser
Link Group —Perth WA
- Analysis skills
- Communication skills
- Parental leave
- Employee assistance program
Senior Consultant - Energy Components
Quorum Software —Perth WA
- Full-time
- Oracle
- Management
- Business development
ICT Infrastructure Administrator
Southern Cross Care (WA) Inc —Rivervale WA
- Full-time
- Management
- Microsoft Office
- Administrative experience
- Health insurance
- Annual leave
Quick Apply
3h
Senior Estimator
Georgiou —Perth WA
- Engineering
- Construction
- Communication skills
- Parental leave
13d
Database Administrators
TechBiz Global GmbH —Perth WA
- Full-time
- Azure
- AWS
- Bachelor's degree
Quick Apply
Solicitor
DLA Piper —Perth WA
- Communication skills
Senior Tax Accountant
Link Group —Perth WA
- Microsoft Excel
- Communication skills
- Parental leave
- Employee assistance program

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Portfolio Administrator

Euroz Hartleys
Perth WA

Apply Now

Job Details

Full-time
7 days ago

Benefits

Onsite gym

Qualifications

Microsoft Word
Microsoft Excel
Management
Finance
Financial management
Communication skills

Full Job Description

Perth

Banking & Financial Services

Full Time

Salary: (Competitive entry level salary)

Fabulous office with onsite gym and additional perks
Excellent entry-level opportunity to start a career in wealth management
Supportive and collaborative team culture

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.

Date Posted: 01 Jul 2026

Apply Now

Refine Your Search

portfolio administrator jobs in western australia

Portfolio Administrator

Branch Administrator

Contract Administrator

Senior Contract Administrator

Site Administrator

Project Administrator

Sustainability Administrator

Heritage Officer

Financial Adviser

Senior Consultant - Energy Components

ICT Infrastructure Administrator

Senior Estimator

Database Administrators

Solicitor

Senior Tax Accountant

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