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Portfolio Administrator

Job Title: Portfolio Administrator
Contract Type: Permanent
Location: Brisbane
Reference: 3231470
Contact Name: Sarah Kennedy
Contact Email:
Job Published: March 10, 2021 18:01

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 Manager of Portfolio Services 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 have recently graduated from university and would like a career in finance please also get in contact to discuss as our client are willing to consider graduates and experienced candidates. Salary will be commensurate with experience.

For more information please contact Sarah Kennedy, / 07 3854 3801