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Client Service Officer
3 months ago
- Office located at Spring Hill
- 8.5 hour days (inc 1 hour lunch)
DUTIES & RESPONSIBILITIES
The Client Services Administrator is responsible for the maintenance of our premium service investment portfolios and assisting with the administration of Self-Managed Super Funds (SMSF) within the service.
Duties and responsibilities include, but are not limited to:- Data processing
- Maintaining and reconciling client portfolios (cash feeds, stock feeds & supporting documents)
- Providing clients' Tax Packs each EOFY
- Open and action incoming physical mail
- Manual recording of international trades
- Basic SMSF administration
- Creating new account portfolios & reconstructing investment portfolios
SKILLS & EXPERIENCE
We are looking for an individual who will take ownership of their role, possesses excellent organisational abilities and shows initiative.
They will be required to work both autonomously & within a team environment, so exceptional verbal & written communication skills, client relationship skills and the ability to multi-task and prioritise tasks are essential.
Prior experience in financial services administration is advantageous given the scope of work you will be learning in a short period of time, but not required.
JOB BENEFITS & PERKS
With a history of success spanning 85 years, Burrell Stockbroking provides specialist stockbroking & wealth management advice to private clients in the busy finance sector.
We pride ourselves on involving staff at all levels of the business and offer rewards for effort and a supportive, professional team environment.
We are now seeking an exceptionally organised, efficient and adaptive individual to join our Premium Portfolio Service team.
Work in a supportive team and business environment including end of month and end of quarter social events, plus a yearly awards evening.
Salary:
From $60,000.00 per year
Supplemental pay types:
- Christmas bonus
- Performance bonus
Experience:
- administration: 1 year (preferred)
Work Authorisation:
- Australia (required)
Work Location:
In person
