Wealth Administrator

3 months ago

Sydney, Australia Bendigo and Adelaide Bank Full time

Wealth Administrator

**Your new role with Bendigo Bank is just a few clicks away**

**Position Description**:Sponsorship Administrator PD.pdf**

**Closing Date: 30th September (Monday) 2024.**

**About us**

The Wealth Financing business is the foundation business of the Wealth & Third-Party Banking Division and the market leading Margin Lending business of Bendigo and Adelaide Bank. Operating the highly regarded Leveraged brand and multiple white labelled brands for our Partners we command a market leading industry position. We aim to be the most trusted provider of Wealth Financing solutions to the Advised market of Australia and seek to build sustainable integrated relationships with Partners who are connected and trusted by the Customer.

**About the role**

The Wealth (Sponsorship) Administrator is primarily responsible for processing off-market settlements (stock transfers), refinances (in, out & internal), account closures and broker fees. Also, daily administration, reconciliations, supporting business growth, and promoting the Bank's reputation by adhering to CHESS and Margin Lending policies.

The role reports directly to the Manager Equity & Options Settlements, Corporate Actions & Sponsorship.

**To be successful you will have**:

- Completed studies, knowledge of and or experience in Securities, Banking and Finance
- Experience/understanding of the off-market transfer processes, refinances, CHESS and the ASX Business Rules
- Excellent time management skills with the ability to maintain high levels of accuracy and attention to detail
- Ability to communicate effectively with excellent verbal and written communication skills and to build relationships with both internal and external stakeholders.
- Be a good team-fit/high teamwork ethic, have a can-do attitude and display a keenness/hunger to learn at every given opportunity.
- Proactive and driven disposition with the ability to display initiative with a focus on continuous improvement
- Ability to manage the team daily work and support/mentor staff.

**This is a permanent full-time opportunity located at the Sydney office with a flexible hybrid work arrangement and require you work in the office a minimum 2 days per week.**

**About Bendigo Bank**

With over 7,000 employees, we are Australian's most trusted retail bank, our purpose is - 'to feed into the prosperity of our customers and communities, not off it'. We are one of Australia's most trusted brands and this isn't something we take lightly, which means Bendigo Bank is the Bank you can be proud to work at

**Our perks and benefits**:
Belong to a wonderful team of people. Know how we know they're great to work with? They told us Great benefits, work life balance, and flexibility
- Bendigo Bank supports ongoing development, with the potential for a portion of education fees being reimbursed by the bank. We want you to be the best version of you, and to help you achieve that
- We know the last few years have been rough, so we have partnered with **Sonder** as our EAP provider that is so much more than just one-on-one counselling. At the touch of a button, you will have access to self-help 24/7 or you can live chat with a team of safety, medical, and mental health professionals to assist with anything life throws at you.

So, what are you waiting for? Come and join the better big bank

**Still in two minds?**

**Please note shortlisting and interviews may take place prior to the advertised close date.**

Job ID LMMp81h3RXeD

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