Graduate Investment Operations Specialist

4 weeks ago


Melbourne, Australia Ambition Group Full time

My client is a large wealth management firm who offer a wide range of investment products to retail and institutional clients. They often perform above industry standards, are highly respected and they offer a supportive culture and commitment to offering internal career progression.

**This role is available due to an internal promotion and they are currently searching for a graduate or near graduate who they can develop into more technical and senior positions within the organisation.**

**The Role**
- Process new asset set up and maintain existing assets ensuring accuracy for reporting.
- Create and produce client reporting (monthly, quarterly, and annual tax statements).
- Communicate with internal stakeholders for all reporting needs and queries.
- Coordinate with third party vendors to ensure timely delivery of reports and client communications.
- Daily reporting, reconciliations & checklist completion.
- Maintain segregated reconciliations control framework including timely escalation.
- Some experience in operations/administration. Previous financial services experience is favourable but not necessary.
- A desire to build your career in financial services.
- Excellent communication skills.
- A calm, considered and professional attitude with the confidence to take ownership of your work.
- Strong attention to detail.

**Julian Soames**
**Associate Director - Banking and Financial Services**

**Job details**:
Posted 03 July 2023

SalaryAU$60000 - AU$65000 per annum + Super

LocationMelbourne CBD

Job type Permanent

DisciplineBanking & Financial Services

Reference266630



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