One of Australia's most trusted and respected financial services firm, this role is not to be missed! Join this dynamic company.
Where will you be working… Located on the CBD fringe with views of the city. You will be working in beautiful offices with a great company culture! This is an outstanding opportunity for someone to join the team who love what they do! 12 month contract with view to extend!What you will be doing....You will provide exceptional client service and administrative assistance to the team. The role will be varied, and your accountabilities shall include but are not limited to:
- Client portfolio administration, including corporate actions and reconciliations for cash, stocks, and various portfolio data such as Margin Lending and Term Deposit accuracy.
- SMA execution and oversight.
- Calculation of performance and management fees.
- Generation of monthly, quarterly, and annual client reports.
- Client onboarding processes.
- Unitised fund administration support and assistance to the Private Wealth Advisory team.
To be Successful…
- You MUST have a tertiary degree qualification in finance, business, or commerce
- Have an advanced knowledge of Excel
- Strong organisational skill + attention to detail
- Ability to liaise with internal and external stakeholders effectively
- 2-3 years' expereince in Finance Services