Our client is a highly regarded, reputable and professional wealth management firm, who pride themselves on their unique and sophisticated approach. They offer integrated wealth management services to their clientele, with a focus on quality over quantity and have been successfully operating in the Melbourne market for many years.
Due to ongoing growth they require an Investment Administrator to join their team in a busy and diverse role that will see you responsible for the following:
- Setting up client accounts on the portfolio administration system (IPS)
- Opening new custody and cash accounts
- Liaising with custodian regarding corporate action instructions
- Reconciling client accounts and processing payments
- Preparing cheque requests for managed fund application
The successful candidate will have excellent numerical skills and all round administrative and accounting experience within financial services, with any experience in a similar role to be looked upon favourably. You will be comfortable working with Excel and other systems and able to complete work in an accurate and timely manner, as attention to detail is a key requirement.
This is a great opportunity to join a stable and cohesive business and enjoy ongoing training and development, a friendly team environment and a generous remuneration package.
To apply please send your application to email@example.com , or contact Jeremy Musso directly on 0401 094 213