Portfolio Administrator

Portfolio Administrator

Posted On 21 May 2024

Portfolio Administrator

21 May 2024

Portfolio Administrator

Detailed Job Description:

  • $85,000 -$95,000 package
  • Receive fantastic onboarding and set yourself up for success in this family-owned private business!
  • A corporate Wealth Management firm with decades of experience that can facilitate your growth

What makes this company unique?

This esteemed family-operated wealth management firm is renowned for exceptional staff retention and unwavering customer loyalty. As both a business and employer, they are celebrated for their commitment, enthusiasm, and the attentive manner in which they manage every aspect of their operations, earning admiration from employees and clients alike.

Working within this family-run enterprise offers a unique perspective on daily operations. Unlike larger corporations where employees may feel like mere cogs in a machine, every individual in this close-knit group is valued and recognised as a vital component of the organisation. In this mature setting, employees are entrusted to fulfil their responsibilities with minimal oversight, while enjoying the support of their colleagues whenever needed.

This company values work-life balance, ensuring work matters stay in the office without any expectation for employees to sacrifice weekends or late nights. Enjoy a role where people come to work to do an excellent job, but leave the stress and workload behind at the end of the day.

What is unique about you?

Your extensive experience in administrative roles within accounting or wealth management firms positions you to seamlessly transition into this role. You will leverage your deep industry knowledge to hit the ground running from day one, liaising effectively with ASIC. Your proficiency in end-of-quarter processes equips you with a sharp understanding of the time constraints inherent in these crucial periods, where every team member’s contribution is vital.

As a proactive individual, you take pride in driving the business’s success forward and upholding the impeccable service standards expected by clients. You derive satisfaction from your work environment and cherish the collaborative support of your colleagues. With your strong written and verbal communication skills, you are adept at engaging with colleagues, clients, and third-party service providers alike, ensuring effective interaction across all levels.

A snapshot of your role…

  • Manage client portfolios, prepare and lodge forms for investments and bank account openings. Generate customised reports for performance insights and compliance using Xplan
  • Maintain precise and current records of client information, transaction details, and investment prices to uphold data integrity and reliability
  • Collaborate with external partners such as our outsourced IT team, investment registries, banks, and ASIC to ensure seamless operations and compliance

 

  • Facilitate seamless communication between advisors and clients by promptly addressing inquiries received through the company inbox. Provide statements and promptly resolve any issues to ensure efficient and effective client service
  • Optimise office operations by streamlining and automating administrative tasks, thus improving efficiency and reducing manual processes where feasible. This proactive approach contributes to overall office productivity

Don’t miss this fantastic opportunity, apply now!

How to apply

Fill the form, send your resume in Word format or call (02) 9002 0222. We will be in touch with shortlisted applicants.

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