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Graduate Wealth Management Operations Associate
2 months ago
Melbourne- Wealth Management- Contract or TemporaryOur client is a global wealth management business looking for a recent graduate to join their Melbourne Account Management team on an initial 12-month contract.
This role will be part of a team that supports both local and overseas teams relating to the onboarding and ongoing maintenance of client accounts and data integrity.
**Key Responsibilities**:
- Ensuring all daily processes and Service Level Agreements are met within applicable timeframes.
- Manage day to day tasks involved with account onboarding & maintenance activities including document scanning, maintaining registers and workflow management.
- Manage reporting and administration duties encompassing reporting, client welcome letters, and account maintenance activities.
- Maintaining excellent service for both internal and external clients.
**Key Skills and Competencies**:
- Tertiary qualification (or equivalent) in business/finance/commerce.
- Proficient skills in Microsoft Office - experience of spreadsheets, formulae and pivot tables would be advantageous.
- Strong attention to detail and be highly deadline oriented.
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Melbourne, Victoria, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- Contract or TemporaryOur client is a global wealth management business looking for a recent graduate to join their Melbourne Account Management team on an initial 12-month contract.This role will be part of a team that supports both local and overseas teams relating to the onboarding and ongoing maintenance of client accounts...
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Associate
3 weeks ago
Melbourne, Australia LGT Crestone Wealth Management Full timeMin Experience- 2 yearsYour team - A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates. - Working as part of the broader organisation of employees including: - Support roles including Office Manager, Front of House and Reception, Executive Assistant. - Operations team. - Specialists within...
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Associate
6 days ago
Melbourne, Australia LGT Crestone Wealth Management Full timeMin Experience- 2 yearsYour team - A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates. - Working as part of the broader organisation of employees including: - Support roles including Office Manager, Front of House and Reception, Executive Assistant. - Operations team. - Specialists within...
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Wealth Management
2 months ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- Contract or TemporaryOur client is a well renowned global wealth management firm with a sizeable presence in Melbourne. **Ideally seeking 2-3 years’ experience in financial services Operations - equity or treasury markets** - The team is responsible for equity trade bookings/settlement, Options back end processing and...
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Wealth Management Graduate
2 months ago
Melbourne City Centre, Australia Fuse Recruitment Full timeWealth Management Graduate - **Location**: - Melbourne CBD - Victoria - **Work Type**: - Permanent - **Salary**: - AU$55000 - AU$60000 per annum + superannuation - **Reference**: - 23477 - Finished your degree and not sure what to do next? Looking for the first step in your career? Why not consider one of the largest industries within Australia! Finance...
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Wealth Management Graduate
5 days ago
Melbourne City Centre, Victoria, Australia Fuse Recruitment Full timeWealth Management Graduate- Location: Melbourne CBD Victoria- Work Type: Permanent- Salary: AU$ AU$60000 per annum + superannuation- Reference: 2347 Finished your degree and not sure what to do next? Looking for the first step in your career? Why not consider one of the largest industries within Australia Finance and Wealth The Finance industry is one of the...
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Wealth Management
5 days ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- Contract or TemporaryOur client is a well-renowned global wealth management firm with a sizeable presence in Melbourne.They are seeking a sharp, well-spoken recent graduates ideally with a minimum of one year's experience within financial services operations or client services, to join their operations division on an initial...
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Wealth Management
2 months ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- Contract or TemporaryOur client is a well-renowned global wealth management firm with a sizeable presence in Melbourne. They are seeking a sharp, well-spoken recent graduates ideally with a minimum of one year’s experience within financial services operations or client services, to join their operations division on an initial...
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Audit Graduate
2 months ago
Melbourne, Australia LBW Business + Wealth Advisors Full time**Audit Graduate**: **Full-Time Role** **Why choose LBW?**: LBW Business + Wealth Advisors is a leader in business and wealth advisory firms in Geelong. With years of experience and extraordinary growth, we provide our clients with the full spectrum of accounting and advisory support. We pride ourselves on being supportive and flexible at work, so you can...
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Melbourne, Australia Fuse Recruitment Full time**Melbourne VIC** **$55000 - $65000 per annum** **Graduate** - Finished your degree and not sure what to do next? Looking for the first step in your career? Why not consider one of the largest industries within Australia! Finance and Wealth! The Finance industry is one of the most varied, rewarding, and exciting industry sectors for any graduate. - We are...
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Melbourne, Victoria, Australia Fuse Recruitment Full timeMelbourne VIC$ $65000 per annumGraduate Finished your degree and not sure what to do next? Looking for the first step in your career? Why not consider one of the largest industries within Australia Finance and Wealth The Finance industry is one of the most varied, rewarding, and exciting industry sectors for any graduate. We are looking for recent graduates...
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Graduate / Entry Level - Wealth Management Client
2 months ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- Contract or TemporaryOur client is a global wealth management business looking to hire recent graduates to join their team on an initial 12-month contract. This role will be a projects based role working in the Risk Management department for a 12-month contract and is a fantastic opportunity to become part of the...
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Wealth Management
5 days ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- Contract or TemporaryOur client is a well renowned global wealth management firm with a sizeable presence in Melbourne.Ideally seeking 2-3 years' experience in financial services Operations - equity or treasury markets The team is responsible for equity trade bookings/settlement, Options back end processing and Treasury (cash...
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Melbourne, Victoria, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- Contract or TemporaryOur client is a global wealth management business looking to hire recent graduates to join their team on an initial 12-month contract.This role will be a projects based role working in the Risk Management department for a 12-month contract and is a fantastic opportunity to become part of the organisation._...
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Private Wealth
2 months ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- PermanentThis position works in support of one of our client’s small Ultra High Net Worth relationship management private wealth teams. These Relationship Managers liaise with very wealthy clients, to provide them with a range of multi-asset-class products and offer a broad private wealth and private banking service. The role...
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Wealth Management
5 days ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeMelbourneWealth ManagementContract or TemporaryOur client is a leading full-service wealth management firm seeking a candidate to join their Fee Based Team at the Associate level. This candidate will become an important member of the Client Reporting Team, reconciling and analysing Private Wealth Management Client Accounts.The successful applicant will be...
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Melbourne, Australia Anton Murray Consulting Full timeMelbourneWealth ManagementContract or TemporaryOur client is a global wealth management business looking to hire recent graduates to join their team on an initial 12-month contract.This role will be a projects based role working in the Risk Management department for a 12-month contract and is a fantastic opportunity to become part of the...
-
Melbourne, Australia Anton Murray Consulting Full timeMelbourneWealth ManagementContract or TemporaryOur client is a global wealth management business looking to hire recent graduates to join their team on an initial 12-month contract.This role will be a projects based role working in the Risk Management department for a 12-month contract and is a fantastic opportunity to become part of the...
-
Wealth Management
2 months ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourneWealth ManagementContract or TemporaryOur client is a leading full-service wealth management firm seeking a candidate to join their Fee Based Team at the Associate level. This candidate will become an important member of the Client Reporting Team, reconciling and analysing Private Wealth Management Client Accounts.The successful applicant will be...
-
Wealth Management
3 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourneWealth ManagementContract or TemporaryOur client is a leading full-service wealth management firm seeking a candidate to join their Fee Based Team at the Associate level. This candidate will become an important member of the Client Reporting Team, reconciling and analysing Private Wealth Management Client Accounts.The successful applicant will be...