Address
Form of workMelbourne
Wealth Management
Contract or Temporary
Our client is a global tier-one Wealth Management firm seeking an Asset Transfer Support Analyst to join their Melbourne Operations Team on an initial 6m contract.
Position Summary:
This position sits within the Australian Operations Team, and has a diverse set of responsibilities, including correctly settling and recording numerus transactions per day, identifying, and mitigating all operational risks, and developing strong client relationships.
Key Responsibilities:
This purpose of this role is to provide support in the client asset transfer process within the Australian Operations Team.
- Focus on asset transfer (mainly listed equity and Managed funds)
- Be the key liaison point in between our advisors, Overseas Operations, and the local counterparties.
- To facilitate all the necessary transfer forms are signed as per respective counterparty requirements.
- Ensure all cost base data is correctly for transfer.
Required Qualifications/Skills/Knowledge:
- Bachelor’s degree in Accounting/ Finance/ Banking required or equivalent education or experience.
- Very high attention to detail
- Strong communication skills via phone and email
- Basic MS office knowledge, specifically Excel
- Previous experience with Asset Transfers such as managed funds/stock/cash would be highly desirable.
