![Kelly+Partners](https://media.trabajo.org/img/noimg.jpg)
Senior Operations Manager- Private Wealth
3 days ago
Kelly+Partners Group (ASX:KPG) is one of Australia's most progressive and fast growing financial services groups across accounting, wealth, finance and investing. Established in 2006 and growing at over 30% per annum, we are a certified Great Place to Work 4 years running, listed as one of the Best Workplaces for Women in Australia in 2023, winner of the Australian Business Awards for Employer of Choice 2022 and a B Corp company who operate with one clear mission: "to help our people, Private Business Owners and the communities we work in be better off."
This position will have responsibility for the following:
Run the day-to-day operations of a Private Wealth team with 3 advisors and growing Dealing with high net worth clients and assisting them with onboarding to platforms, investment transfers, placing trades, answering investment queries, administration, etc You will also be liaising with various providers and fund managers Administrative work involves updating investment valuations, running reports on excel, creating spreadsheets, calculating investment returns/performance, preparing review packs for presentations, etc. Implementing and improving processes within the team Manage wrap platforms Prepare client reports and presentations Cash Management and share transfers Manage personal insurance submissions Ensure compliance procedures are met Book meetings and appointments
To be successful in this role you will have the following skills and attributes:
Qualifications:
Bachelors degree in either Commerce/Finance/Accounting. Post graduate would be preferred but not necessary.
Experience:
Approximately 5-7 years experience in the Finance and Banking/Private Wealth industry in either an operations or middle office role.
This role is suited for a high performing individual who is self-driven and can work in a fast-paced and dynamic environment. High level attention to detail and have the efficiency to deliver on demand. Interest in building a long term career in wealth management Strong organisational and client centric approach Proactive attitude, self-motivated and enthusiastic Proficient in Excel, Word, PowerPoint
Published on 30 May 2024, 2:43 AM
-
Private Client Solicitor
1 week ago
Launceston, Tasmania, Australia Legal Southwest Full timeOur client is an exceptionally well-respected regional law firm with a passion for business, clients and the services they offer.On behalf of our client, we are seeking an ambitious Private Client Solicitor to join the Private Client team in their Launceston Office.The firm has clearly defined divisions catering for business and private clients, their teams...
-
Private Client Solicitor
1 week ago
Launceston, Tasmania, Australia The Cornwall Law Society Full timeParnalls Solicitors Ltd.are seeking an experienced PRIVATE CLIENT SOLICITOR to join our very established law firm based in Launceston.You will be an excellent communicator, active in building and developing client relationships as well as managing a busy and varied caseload which will include all aspects of Wills and Inheritance Tax planning, Lasting Powers...
-
Private Client Solicitor
1 week ago
Launceston, Tasmania, Australia The Cornwall Law Society Full timeParnalls Solicitors Ltd. are seeking an experienced PRIVATE CLIENT SOLICITOR to join our very established law firm based in Launceston. You will be an excellent communicator, active in building and developing client relationships as well as managing a busy and varied caseload which will include all aspects of Wills and Inheritance Tax planning, Lasting...
-
Senior Operations Supervisor
1 week ago
Launceston, Tasmania, Australia Beam Mobility Holdings Pte. Ltd. Full timeAbout Beam:Beam is leading the way as Asia Pacific's biggest shared micromobility company, with a goal to transform short drives into enhanced rides, contributing to the better flow of cities for everyone. Shared micromobility stands out as one of the rapidly expanding industries globally, and Beam is at the forefront in the Asia Pacific region. The company...
-
Senior Tax Advisor
3 weeks ago
Launceston, Australia Mazars Full time20th May, 2024 Senior Tax Advisor- North Sydney Forvis Mazars' Tax Consulting team has an opportunity for a tax consultant looking to make the move into tax advisory. We're a globally integrated audit, tax and advisory firm with offices in more than 100 countries - and we're always ready to recruit an experienced and motivated new Manager like you to join...
-
Senior Tax Advisor
4 days ago
Launceston, Australia Forvis Mazars GmbH & Co. KG Full time24th June, 2024 Senior Tax Advisor- North Sydney Forvis Mazars' Tax Consulting team has an opportunity for a tax consultant looking to make the move into tax advisory. We're a globally integrated audit, tax and advisory firm with offices in more than 100 countries - and we're always ready to recruit an experienced and motivated new Manager like you to join...
-
Audit Senior
3 days ago
Launceston, Australia Forvis Mazars GmbH & Co. KG Full time17th June, 2024 External Auditor - Senior - North Sydney Forvis Mazars' Audit team has an opportunity for an experienced Senior Auditor like you. We're a globally integrated audit, tax and advisory firm with offices in more than 100countries - and we're always ready to recruit an experienced and motivated Auditor like you to join our Australian team. This...
-
Senior Project Manager
1 week ago
Launceston, Tasmania, Australia Department of Justice TAS Full timeDepartment of JusticeCorporate, Strategy & GovernanceOffice of the CIO Applications must be submitted by Monday 24 June, :55 PM Monday 24 June, :55 PM AEST Award/Classification: Tasmanian State Service Award - General Stream Band 7 $125,536.00 to $132,125.00 per annum Employment type: Permanent, full-time Region: South, North, North West, Statewide...
-
Accounts Senior
1 week ago
Launceston, Tasmania, Australia Clark Wood Full timeAccounts Senior with ref.WL-15132 | Clark Wood Accounts Senior Location Launceston Sector: Audit and Business Services , Accounts Contract Type:Permanent Salary: Salary Dependent on Experience Contact: Will Langdon Contact email: Contact phone: Published:20 days ago Expiry date: Consultant: Will Langdon Clark Wood are currently working with a highly...
-
Accounts Senior
1 week ago
Launceston, Tasmania, Australia Clark Wood Full timeAccounts Senior with ref. WL-15132 | Clark Wood Accounts Senior Location Launceston Sector: Audit and Business Services ,Accounts Contract Type: Permanent Salary: Salary Dependent on Experience Contact: Will Langdon Contact email: - Contact phone: Published: 20 days ago Expiry date: Consultant: Will Langdon Clark Wood are currently working with a...
-
Allied Health Operations Manager
1 week ago
Launceston, Tasmania, Australia St Giles Society Full timeAllied Health Operations Manager - LauncestonAre you an experienced leader with a passion for healthcare management?St Giles is a leading provider of Allied Health Services in Launceston and has been serving the community for over 86 years. we are currently seeking a talented individual to join our team as an Allied Health Operations Manager.This newly...
-
Senior Project Manager
1 week ago
Launceston, Tasmania, Australia Department of Justice Full timeWe encourage applications from Indigenous Australians, people living with disability, people from diverse cultural and linguistic backgrounds, mature age workers and LGBTIQA+ people. The Department of Justice supports reasonable adjustment requests in any stage of the assessment process to remove barriers and facilitate full participation in all aspects of...
-
Senior Rural Manager
1 week ago
Launceston, Tasmania, Australia Rabobank Full timeAccount & Relationship Management - Banking & Financial Services Rabobank is the global specialist in food and agribusiness banking, standing out for its people's deep understanding of agriculture and long-term commitment to adding value for clients. Our culture is defined by supporting farmers worldwide and fostering a collaborative, inclusive...
-
Crossroads Operations Manager
1 week ago
Launceston, Tasmania, Australia Crossroads Civil Contracting Full timeWe are seeking applications from suitable candidates to fill the role of Crossroads Operations Manager.Responsibilities:Reporting into the Executive General Manager of our Civil Infrastructure division, you will be responsible for the Statewide operations for our Crossroads business which undertakes both civil construction and asphalting works.You will be...
-
Senior Rural Manager
1 week ago
Launceston, Tasmania, Australia Efinancialcareers Ltd. Full timeJob Title Senior Rural Manager Job Description Rabobank is the world's leading specialist in food and agribusiness banking.One of our key strengths lies in our people who have a deep understanding of agriculture and are committed to adding long-term value for clients.Our commitment to our employees and clients is at the heart of everything we do.At Rabobank,...
-
Intermediate Accountant
1 month ago
Launceston, Australia Kelly+Partners Full timeAbout Us Kelly+Partners Group (ASX:KPG) is one of Australia's most progressive and fast growing financial services groups across accounting, wealth, finance and investing. Established in 2006 and growing at over 30% per annum, we are a certified Great Place to Work 4 years running, listed as one of the Best Workplaces for Women in Australia in 2023, winner...
-
Senior Business Analyst
2 weeks ago
Launceston, Tasmania, Australia Tasmanian Government Full timeDepartment of HealthHospitals & Primary Care - Hospitals NthLaunceston General HospitalApplications must be submitted by Sunday 19 May at 5:55 PMAward/Classification:Health and Human Services (Tasmanian State Service) Award, General Stream, Band 6$104,756 to $118,730 per annumEmployment type:Full TimeRegion:NorthLocation:LGH Charles Street, LauncestonSeeking...
-
Audit Manager
4 days ago
Launceston, Australia Forvis Mazars GmbH & Co. KG Full time24th June, 2024 External Auditor - Manager - North Sydney Forvis Mazars' Audit team has an opportunity for an experienced Auditor like you. We're a globally integrated audit, tax and advisory firm with offices in more than 100 countries - and we're always ready to recruit an experienced and motivated Auditor like you to join our Australian team. This could...
-
Senior Rural Manager
2 weeks ago
Launceston, Tasmania, Australia Rabobank Gruppe Full timeRabobank is the world's leading specialist in food and agribusiness banking.One of our key strengths lies in our people who have a deep understanding of agriculture and are committed to adding long-term value for clients.Our commitment to our employees and clients is at the heart of everything we do.At Rabobank, our culture is unique, because every day our...
-
Paediatric Advanced Trainee
2 weeks ago
Launceston, Tasmania, Australia Charterhouse Medical Full timePaediatrics Save jobPaediatric Advanced Trainee - AccreditedJob details Location: Launceston Job Type: Permanent Discipline: PaediatricsReference: 60471 Posted: 9 days ago Date Range: Share this job Job descriptionSuitable for SIMGRACP Assessed OTP RACP accredited hospital for Advanced Training for 24 months Major paediatric and neonatal referral service ...