Investment Implementation Specialist

Walshs is looking for a motivated and proactive Implementation Specialist to join our investment administration division. Our investment administration team are responsible for the implementation of our clients investment advice. The role requires a person who is process driven, has high attention to detail and excellence in client service. 

What will you do?

• Implementation of all advice recommendations for clients 
• Set up of new managed savings plan accounts 
• Set up of MDA accounts for clients with Mason Stevens
• Set up of LTE accounts
• Changes to clients portfolios as directed by the client, or advisers 
• Ongoing management of clients accounts – answering client or staff queries, updating bank details, updating addresses and identifying issues 
• Preparation of verbal record of advice documents following adviser meeting 
• Collation and sending of investment statement of advice documents 
• Manage the Fee Disclosure Statement (FDS) process – prepare, monitor and issue FDS in line with current regulatory requirements 
• Attend investment committee meetings 
• Monthly commission reports 
• Collaborate with our analyst, and advisers to implement advice and liaise with clients 

What you need:

• 2+ years experience in a similar role 
• Secondary education required 
• Diploma of Financial Planning is advantageous, but not required 
• Familiar with investment platforms such as Mason Stevens, Praemium and BT Panorama is preferred, but not required
• Excellent communication skills, and can convey complex information in a simple way to clients 

About you:

• High motivation and a passion to help clients achieve their financial dreams
• Great organization skills
• Strong attention to detail 
• Proactive and a problem solver
• Desire to grow within our business

About Walshs: 

Walshs are a fully integrated accounting and financial services firm, located in the Brisbane CBD. Walshs Practice has existed within the industry since 1991, and it is our purpose to guide and inspire our clients to financial success, through the management, protection and growth of their wealth.

The office culture is one of accountability, innovation and fun with a focus on team work. If you join the team at Walshs Practice you will have access to a health and fitness benefit, bonus incentive scheme, team building activities and professional development training and support as applicable to your role. The office culture is of the up most importance to the Directors, and as such we expect all Walshs team to exhibit and align with the Walshs staff values, which are: 

• Client Focused 
• Reliable
• Honest
• Professional
• Supportive
• Team Player

If you are interested in the role, have the required experience, and our company mission and values fit with you please submit your resume and cover letter.