Investment Administration Officer
2 weeks ago
- Internal career growth opportunities
- Melbourne CBD | Flexible working arrangement
ABOUT THE COMPANY:
Our client is a highly respected financial services organisation with a skilled team of specialists that are committed to acting in the best interests of its clients.
Due to continued growth, they are seeking an investment administration professional who will assist the asset management team in delivering exceptional service to clients as the business continues to grow and transform.
KEY RESPONSIBILITIES:
- Income collection, distribution and dividends management, and reconciliations;
- Assist the implementation of trades and strategies of managed Funds and ASX listed securities;
- Daily/monthly client reporting;
- Collection of end of year tax statements and reallocation of tax components;
- Manage all client queries and respond to and escalate in a timely manner;
- Liaise with third party external providers when required; and
- Cooperate and provide coverage across the asset management team.
TECHNICAL SKILLS AND QUALIFICATIONS:
- Previous experience in investment administration or operations within the wealth management, funds management or custodian environment;
- Exposure to corporate actions and custody systems will be highly regarded;
- Excellent verbal and written communication, with professional telephone manner;
- Effective time management skills and attention to detail;
- Results driven (individual and team KPIs), with the initiative to drive excellent outcomes for clients; and
- A team player with a positive mindset and a 'cando' attitude.
-
Investment Consultant
2 weeks ago
Melbourne, Victoria, Australia Zenith Investment Partners Full timeThe Investment Consultant role sits within the Zenith Consulting Division, where you will be contributing to the business through a wide range of client-focused activities. You will play an important role as a conduit between our portfolio, sales/distribution teams and our clients drawing on your strong investment / product specialist skillsYour key...
-
Investment Consultant
2 weeks ago
Melbourne, Victoria, Australia Zenith Investment Partners Full timeInvestment ConsultantThe Investment Consultant role sits within the Zenith Consulting Division, where you will be contributing to the business through a wide range of client-focused activities. You will play an important role as a conduit between our portfolio, sales/distribution teams and our clients drawing on your strong investment / product specialist...
-
Investment Consultant
2 weeks ago
Melbourne, Victoria, Australia Zenith Investment Partners Full timeThe Investment Consultant role sits within the Portfolio Solutions Division, where you will be contributing to the business through a wide range of client-focused activities. You will play an important role as a conduit between our portfolio, sales/distribution teams and our clients drawing on your strong investment / product specialist skillsYour key...
-
Associate Investment Analyst
2 weeks ago
Melbourne, Victoria, Australia Zenith Investment Partners Full timeAssociate Investment AnalystZenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...
-
Investment Administration Assistant
2 weeks ago
Melbourne, Victoria, Australia CareSuper Full timeWork options: HybridCareSuper values flexibility, and we recognise the benefit for our staff to have a choice in how they structure their work week with a combination of days working from home and some in the office as well as the benefits that come with opportunities for in-person connection and collaboration. That's why our hybrid model includes two (2)...
-
Dynamic Investment Administrator
2 weeks ago
Melbourne, Victoria, Australia Kaizen Recruitment Full timeReputed International Investment Firm Opportunity for Career Growth Dynamic, Fast Paced OrganisationThis is a position for a dynamic Investment Administrator looking to take the next step in their career with a well-established, supportive, and high performing international investment firm.You will be supporting senior stakeholders to oversee fund...
-
Associate Investment Lending Specialist
2 weeks ago
Melbourne, Victoria, Australia Australian Lending & Investment Centre (ALIC) Full timeThe Australian Lending & Investment Centre (ALIC) is one of Australia's most awarded brokerages. The investment lending brokerage specialises in assisting clients achieve personal wealth through correct loan structuring. Position DetailsUnder the mentoring and guidance from the industry's leading mortgage broker, you will play an integral role in the...
-
Associate Investment Lending Specialist
2 weeks ago
Melbourne, Victoria, Australia Australian Lending & Investment Centre (ALIC) Full timeFull time Melbourne, VictoriaThe Australian Lending & Investment Centre (ALIC) is one of Australia's most awarded brokerages. The investment lending brokerage specialises in assisting clients achieve personal wealth through correct loan structuring. Position DetailsUnder the mentoring and guidance from the industry's leading mortgage broker, you will play an...
-
Administration Officer, Arts Investment
2 weeks ago
Melbourne, Victoria, Australia City of Melbourne Full timeGreat supportive team:- Employee discounts program / Optional ADO's available:- Full-time, permanent:- $68,758 plus 10.5% SuperannuationWe are the City of Melbourne, a City of possibility and place to be bold and inspirational.We are rapidly transforming to meet the evolving challenges faced by a global city. With a vision of being a leading organisation for...
-
Investments Coordinator
2 weeks ago
Melbourne, Victoria, Australia HESTA Super Fund Full timeBe inspired everyday - let your work make a differenceAt HESTA we're a leading national superannuation fund dedicated to people working in health and community services - a growing sector of ordinary people doing extraordinary things, day in day out, right across Australia.More than one million Australians trust HESTA with their money. So together, we invest...
-
Investments Coordinator
2 weeks ago
Melbourne, Victoria, Australia HESTA Super Fund Full timeBe inspired everyday – let your work make a difference At HESTA we're a leading national superannuation fund dedicated to people working in health and community services – a growing sector of ordinary people doing extraordinary things, day in day out, right across Australia. More than one million Australians trust HESTA with their money. So together, we...
-
Investment Operations Administrator
2 weeks ago
Melbourne, Victoria, Australia IOOF Holdings Full timeDate:06-Mar-2023Location:Melbourne, VIC, AU, 3000Employment Type:Permanent Full Time- Melbourne based permanent full-time position Hybrid working arrangements Support transformation and management of client fundsThe Role As an Investment Operations Administrator, you will support the Insignia Investment and Product areas in the daytoday management of...
-
Office Administrator
2 weeks ago
Melbourne, Victoria, Australia SMC Executive Full timeGrowing Global Funds Management Business Be Part of a Growing and Dynamic Team Melbourne CBD Based,, Up to $75k + SuperOur client is a global investment manager with a core focus on growth equities. Established by an award-winning investment team with a proven track record of strong returns, the fund has in excess of $4 billion in AUM and is owned and...
-
Client Investment Administrator
2 weeks ago
Melbourne, Victoria, Australia Maddocks Full timeAbout the Company We are a contemporary Australian law firm known for our excellent service, operational excellence, and commitment to providing an outstanding employee experience. Our collaboration extends to various Australian and international businesses, organizations, and governmental bodies. About the Position We are excited to offer a position for a...
-
Fund Investment Operations
2 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeMelbourne- Asset Management- Contract or TemporaryThis position will be hired initially on an interim 2 month contract duration, to cover a departing team member in late Jan 2021.Notably, the team will also start the recruiting process for this position on a perm basis in late Jan, so there is a direct possibility to be hired perm if you do a great job on...
-
Investment Operations Manager
2 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeMelbourne- Asset Management- PermanentThis is an exceptional opportunity for a hands-on Investment Operations Manager to join the Melbourne office of our client to help lead and manage a growing investment operations team. Our client is a highly regarded Australian industry super fund that is growing quickly in both investment staff and...
-
Investment Analyst
2 weeks ago
Melbourne, Victoria, Australia Chandler Macleod Full timeLocation***- Melbourne C B D, VictoriaCategory***- Accounting & FinanceSalary- $ AUD - $ AUD AnnualPosted 07Aug2023Work type Full TimeContact Anson LamReference BH About the businessOur clients are a driven team and high performing Investment Advice firm looking for someone with strong investments passion who has worked in/with an investment committee. They...
-
Investment Operations Analyst
2 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- Contract or TemporaryOur client is a global, diverse asset servicing and funds management business, seeking an experienced Investment Operations Analyst for an initial 12 month contract in their Melbourne office.Ideally you will have direct cross-product asset management or custody middle office trade execution investment...
-
Investment Operations Analyst
2 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeMelbourne- Asset Management- PermanentOur client is a prominent, rapidly growing Australian super-fund with a well-established office in Melbourne seeking to hire a further Investment Operations Analyst to their team.This is an exceptional position, well-suited for an experienced Investment Operations professional who has worked for another super-fund, asset...
-
Investment Assistant
2 weeks ago
Melbourne, Victoria, Australia GOW Recruitment Full timeProactive Office and Excellent Team Environment Permanent role- $75k to $90k Plus Super plus BONUS Pending ExperienceThis is a great opportunity for a career orientated market professional to join a well-established Wealth Manager as an Investment Assistant / Advisor Assistant.Dealing with Ultra high net worth clients and very intelligent colleagues, our...