Address Our client is seeking a dedicated and professional Onboarding Associate to join their dynamic team. This role offers an exciting opportunity to work closely with new Investors and Advisers, ensuring they are efficiently and professionally onboarded. The successful candidate will be responsible for maintaining quality standards, mitigating operational risk, and delivering excellent service to all stakeholders.
What you'll do:
As an Onboarding Associate, you will be entrusted with the responsibility of processing advisor client instructions relevant to establishing a client's investment portfolio. Your role will also involve reconstructing cost histories of client portfolios and assisting with portfolio administration. You will be expected to maintain accuracy while reconciling portfolios across all asset classes. Your commitment to timely completion of annual client tax reports will be crucial. You will also contribute towards system improvements by testing and tracking changes and enhancements. Your ability to develop, document, and maintain day-to-day systems procedures will ensure smooth operations. Lastly, your role will involve maintaining internal and external procedures while handling client onboarding tasks.
What you bring:
At least 2 years of experience in the field or in a related area.
Experience using investment platforms such as Praemium or IRESS.
Intermediate/Advanced Excel skills.
Portfolio Administration experience including knowledge of CGT and tax.
Customer service focused: committed to providing exceptional customer service across all channels – written, phone and face to face.
Communication: the ability to communicate clearly and concisely, varying communication style depending upon the audience.
Attention to detail: excellent attention to detail and written skills when communicating with others, both internally and externally.
Teamwork: willingness to assist and support others as required and get on with team members.
Time management/organisation: accomplish objectives effectively within time frame given in a fast-paced environment whilst maintaining a high level of attention to detail.
Aboriginal and Torres Strait Islander Peoples are encouraged to apply. To apply please click apply or call Charlotte Nairn on 02 8289 3137 for a confidential discussion.
Our client is seeking a dedicated and professional Onboarding Associate to join their dynamic team. This role offers an exciting opportunity to work closely with new Investors and Advisers, ensuring they are efficiently and professionally onboarded ...
