Address Melbourne
Wealth Management
Contract or Temporary
Our client is a global tier-one Wealth Management firm seeking an Asset Transfer Support Analyst to join their Melbourne Operations Team on an initial 6m contract.
Position Summary:
This position sits within the Australian Operations Team, and has a diverse set of responsibilities, including correctly settling and recording numerus transactions per day, identifying, and mitigating all operational risks, and developing strong client relationships.
Key Responsibilities:
This purpose of this role is to provide support in the client Asset Transfer process within the Australian Operations Team.
Focus on Asset Transfer (mainly listed equity and Managed funds)
Be the key liaison point in between our advisors, Overseas Operations, and the local counterparties.
To facilitate all the necessary transfer forms are signed as per respective counterparty requirements.
Ensure all cost base data is correctly for transfer.
Required Qualifications/Skills/Knowledge:
Bachelor’s degree in Accounting/ Finance/ Banking required or equivalent education or experience.
Very high attention to detail
Strong communication skills via phone and email
Basic MS office knowledge, specifically Excel
Previous experience with Asset Transfers such as managed funds/stock/cash would be highly desirable.
