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Portfolio Administrator

Job Title: Portfolio Administrator
Location: Brisbane
Reference: 3001905b
Job Published: September 16, 2019 17:32

Job Description

Our client, is one of Australia's leading wealth managers. They provide their investors access to markets and a range of investment options and their market leading research allows them access wide range of opportunities that yields higher returns than their competition while being supported by a balanced and steady portfolio

Reporting to the Operations Team Leader the Portfolio Administrator is required to maintain client portfolios efficiently and accurately for reporting purposes and ensure that clients investments are correctly managed on the internal systems and that their positions and investment are accurate. You will also be required to do reporting and ensure the portfolio is reconciled daily. This role will liaise with a number of external and internal stakeholders, and you will need to be very strong at prioritising and multitasking.  

The ideal candidate will have a relevant tertiary degree in accounting, business or finance and have some working experience ideally in a financial institution. You will have well developed communication skills and enjoy working in high performance culture, have excellent attention to detail and be a positive team player. If you are looking for a great opportunity in a large financial services firm and have a professional hard working attitude please apply. 

Apply now or for more information please contact Sara Vanderheld on 3854 3804.

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