Junior Portfolio Administrator

Woods & Co Recruitment have partnered with a prestigious and renowned wealth management firm located in the melbourne CBD. They are seeking an exceptional Junior Portfolio Administrator to join their team. 

What’s in it for you?

• Convenient CBD office locations
• Full-time hours, Monday - Friday  
• Supportive team culture and environment 
• Reward and recognition for high performance
• Opportunities for continuous professional development.
• Inclusion in a dynamic team within a supportive and collaborative work environment.

Key Responsibilities:

• Assist in the maintenance and monitoring of client portfolios
• Coordinate with portfolio managers to ensure accurate and timely reporting
• Execute trades and transactions under supervision
• Conduct research and analysis to support investment decisions
• Communicate effectively with internal teams and external stakeholders

What you need:

• Bachelor's degree in Finance, Economics, or related field
• Strong numerical and analytical skills
• Proficiency in Microsoft Excel and financial software
• Excellent attention to detail and organisational abilities
• Ability to work collaboratively in a fast-paced environment

If you're as passionate about this position as we are then please don't delay and apply now. We are interviewing immediately.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. 

For a confidential discussion, please call Xavier Carew on 0439 565 ***.

NB: You will only be contacted if you are shortlisted.