AddressAs an Investment Officer you will be responsible for providing a high level of client service and administration services to members, advisers, trustees and various stakeholders. Your responsibilities may also include, but are not limited to:
- Reporting on various activities including share & managed fund transactions
- Assisting the Investments Specialist in quality checking
- Liaising with stockbrokers regarding cash & trade settlements
- Reconciliation of accounts
- Processing investment switches, share trades and managed fund transactions
Skills & Experience
Successful candidates some of, if not all, of the following qualities and experience:
- Experience in Financial Services and knowledge of the ASX
- Strong reporting & reconciliation skills
- Ability to plan and organise effectively
- Excellent communication skills and ability to communicate effectively with a variety of stakeholders
- Degree in relevant field is highly regarded
This is an incredible opportunity to get into an amazing brand with a fantastic work environment. If this is you, apply with your most up to date resume with a brief cover letter outlining your experience or goals within the role. If you’d like to know more or know someone who does, reach out to us at *******@theturnergroup.com.au or apply through this ad.
We believe that diversity is essential for the success of any work environment, and we are committed to building an inclusive and culturally diverse workforce. As such, we encourage qualified candidates from underrepresented groups, including Aboriginal and Torres Strait Islander people to apply.
Please note: Due to the high volume of applicants, only successful candidates with required experience will be contacted. Successful applicants may be required to undergo background and police checks.
