Clients Services Administrator

2 weeks ago

Sydney, New South Wales, Australia Distinct Recruitment Full time
Hands on Client Services admin role - CBD location - Fulltime

  • Strong client interaction & administration skills required
  • Start ASAP

Sydney CBD location

The Company
My client are a privately owned wealth management firm offering a bespoke portfolio management service to high-net-worth clients.

Their goal is to create strong relationships with clients and provide an outstanding level of service to help them achieve their investment objectives.


Your Role
You would be an integral part of the administration team providing core support to the portfolio managers.

This varied and fast-paced role is ideal for someone who is enthusiastic, pro-active in finding solutions, able to prioritise multiple tasks and who has excellent attention to detail.


Your Responsibilities
Your responsibilities would include

  • Management of client portfolio data in Praemium including data feeds, corporate actions and reconciliation
  • Assist clients with queries, quarterly reporting, onboarding, opening broker and bank accounts, KYC procedures, documentation and payments.
  • Assist portfolio managers and other members of the administration team
  • Creating financial reports in excel
  • Communication to clients
  • Adherence to company policies and compliance procedures
  • Maintenance of client data in Morningstar CRM
  • Arrange and participate in client meetings and company activities
  • General office duties may include assisting with mail and answering phones

The Requirements
Requirements for this role

  • Knowledge of Praemium preferred
  • Ideally a minimum 3 years' experience in a similar role
  • Reconciliation skills
  • High level of attention to detail
  • Excel, word and powerpoint
  • Outgoing personality and a desire to integrate into a friendly office team
  • Excellent client relationship skills
  • Can do attitude and eagerness to learn


Given the high level of interaction with portfolio managers, the admin team, and clients this is not a WFH role and attendance at the office would be expected.

Some flexibility may be offered around this in certain situations.

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