![Succession Recruitment Pty Ltd](https://media.trabajo.org/img/noimg.jpg)
Onboarding Specialist High-growth Platform Provider
1 week ago
- Experiencing enormous growth
- Utilise your Portfolio Admin and Equity Ops knowledge
Why is this the role for me?
- Company experiencing enormous growth
- CBD location
- Utilise your Portfolio Admin and Equity Operations knowledge
They currently have a vacancy for an Onboarding Specialist who can work in a fast-paced environment and transition newly acquired clients.
What will my day to day look like?
- Delivering an outstanding client experience
- Client onboarding including preparing client documentation
- Cost history reconstruction of client portfolios
- Assisting with the administration of portfolios, particularly with respect to problem solving, administration and reporting queries that arise
- Accurate maintenance and reconciliation of portfolios across all asset classes
- Maintain internal and external procedures on an ongoing basis
- Inspecie transferring of assets (ASX, international and manged funds)
What skills and experience will I need?
You hold Portfolio Administration experience from either a Broker, Financial Planner or Fund Manager.
Professional and strong communication skills will be essential to the role, as it will involve a high level of internal and external communication.
You will also need a good understanding of retail client tax reporting, private wealth client reporting and equity operations.- Portfolio Administration experience from a Broker or Financial Planner
- Knowledge of CGT and Tax (highly regarded)
- 2+ years' experience using Praemium or similar Portfolio Wrap platforms
- Client Service mindset
- Strong and professional interpersonal and communications skills with ability to provide excellent Client Services by taking ownership of resolving queries
- Intermediate to Advanced Excel skills
- Problemsolving abilities
- Strong teamplayer
- Time Management and organisation skills with ability to meet deadlines in fastpaced environment
- Tertiary related qualifications (desirable)
- Australian Citizenship or Permanent Residency
Sounds great - how do I apply?
If you have the skills and experience as detailed above, and this sounds like the role for you, please upload your resume NOW Any questions please contact
Holly Charters at
Succession Recruitment on
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