Investment Administration Officer
2 weeks ago
Market leading financial services organisation
- Internal career growth opportunities
- Melbourne CBD | Flexible working arrangement
**ABOUT THE COMPANY**:
Our client is a highly respected financial services organisation with a skilled team of specialists that are committed to acting in the best interests of its clients. Due to continued growth, they are seeking an investment administration professional who will assist the asset management team in delivering exceptional service to clients as the business continues to grow and transform.
**KEY RESPONSIBILITIES**:
- Income collection, distribution and dividends management, and reconciliations;
- Assist the implementation of trades and strategies of managed Funds and ASX listed securities;
- Daily/monthly client reporting;
- Collection of end of year tax statements and reallocation of tax components;
- Manage all client queries and respond to and escalate in a timely manner;
- Liaise with third party external providers when required; and
- Cooperate and provide coverage across the asset management team.
**TECHNICAL SKILLS AND QUALIFICATIONS**:
- Previous experience in investment administration or operations within the wealth management, funds management or custodian environment;
- Exposure to corporate actions and custody systems will be highly regarded;
- Excellent verbal and written communication, with professional telephone manner;
- Effective time management skills and attention to detail;
- Results driven (individual and team KPIs), with the initiative to drive excellent outcomes for clients; and
- A team player with a positive mindset and a ‘can-do’ attitude.
SCR-nupur-gill
-
Associate Investment Lending Specialist
4 weeks ago
Melbourne, Australia Australian Lending & Investment Centre (ALIC) Full timeThe Australian Lending & Investment Centre (ALIC) is one of Australia’s most awarded brokerages. The investment lending brokerage specialises in assisting clients achieve personal wealth through correct loan structuring. Under the mentoring and guidance from the industry’s leading mortgage broker, you will play an integral role in the supporting and...
-
Associate Investment Lending Specialist
6 days ago
Melbourne, Australia Australian Lending & Investment Centre (ALIC) Full timeThe Australian Lending & Investment Centre (ALIC) is one of Australia’s most awarded brokerages. The investment lending brokerage specialises in assisting clients achieve personal wealth through correct loan structuring. - Position DetailsUnder the mentoring and guidance from the industry’s leading mortgage broker, you will play an integral role in the...
-
Associate Investment Lending Specialist
1 month ago
Melbourne, Australia Australian Lending & Investment Centre (ALIC) Full timeFull time - Melbourne, Victoria The Australian Lending & Investment Centre (ALIC) is one of Australia’s most awarded brokerages. The investment lending brokerage specialises in assisting clients achieve personal wealth through correct loan structuring. - Position Details Under the mentoring and guidance from the industry’s leading mortgage broker, you...
-
Associate Investment Lending Specialist
4 weeks ago
Melbourne, Australia Australian Lending & Investment Centre (ALIC) Full timeFull time - Melbourne, Victoria The Australian Lending & Investment Centre (ALIC) is one of Australia’s most awarded brokerages. The investment lending brokerage specialises in assisting clients achieve personal wealth through correct loan structuring. - Position Details Under the mentoring and guidance from the industry’s leading mortgage broker, you...
-
Investment Performance Analysis, Officer
5 days ago
Melbourne, Australia State Street Corporation Full timeWho we are looking forWe are looking for an exceptional individual to become an Investment Performance Analysis, Officer who's covering investment performance, attribution, risk, and mandate compliance working in our regional Specialized Services and Investment Analytics (SSIA) team.Why this role is important to usThe team you will be joining is a part of...
-
Investment Analyst
4 weeks ago
Melbourne, Australia UniSuper Full time**About US** UniSuper is a place where brilliant thinkers and passionate people come together. As one of Australia’s largest super funds, the work you’ll do with us makes a meaningful difference today and tomorrow for our members, the planet and for you. **The opportunity** You will work with UniSuper’s specialised internal investment team to develop...
-
Investment Operations Specialist
1 month ago
Melbourne, Australia Ambition Group Full time**The Position** - Provide operations support to the investment and sales team. - Manage back-office processes including settlement, reconciliation and fund administration & fund reporting. - Identify areas of improvement and leverage industry, market and systems knowledge to participate in business improvement projects as a key member of the Investment...
-
Administration Officer
4 weeks ago
Melbourne, Australia Forensicare Full timeLocation: Melbourne Job type: Part time Organisation: Forensicare **Salary**: Salary not specified Occupation: Accounting, Medical and Nursing Reference: 16013 - **Community Services is expanding into the regional Victoria!**: - ** Salary $69,446 to $74,773 (HS2) + 10.5% Super (Pro Rata 0.50)**: - ** A culture where people care** **Job...
-
Investment Operations Analyst
4 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourneAsset ManagementContract or TemporaryThis is an exceptional Investment Operations Analyst position, working for a highly-regarded super fund based in Melbourne on an initial 9-month contract, with a strong potential to be promoted to a permanent position pending performance.This is an Investment Operations Analyst although works across a broad...
-
Investment Operations Analyst
4 weeks ago
Melbourne, Australia Janus Henderson Full timeWhy work for us? A career at Janus Henderson is more than a job, it’s about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core...
-
Investment Banking Executive Assistant
4 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourneAncillary AreasPermanentA leading global investment bank is seeking an Executive Assistant for an initial 12-month contract (temp to perm) to support the MD and a team of seven investment bankers.The ideal candidate will have over 4+ years’ investment banking or financial services EA/ PA/ TA experience along with strong communication skills.Key...
-
Middle Office Analyst
4 weeks ago
Melbourne, Australia FourQuarters Full timeNewly developed division - Great team - International focus My client is a leading global fund manager in Melbourne who has recently established a new offering within its organisation. Based out of Melbourne, your role will have a unique global focus that supports international front office portfolio management teams. Working in a newly established team...
-
Administration Assistant
4 weeks ago
Melbourne, Australia Brook Recruitment Full timeNewly created part-time role based in Melbourne CBD - Flexible working arrangements available| 2-3 Days a week - Car Park provided and Public Transport accessible | Established team Utilise your high attention to detail, organisation and formatting skills in a flexible Administration Assistant role. **About the company** A unique opportunity has arisen...
-
Investment Associate
6 days ago
Melbourne, Australia Lighter Capital Full timeInvestment Associate Lighter Capital is venture backed fintech company that has created a new fundraising path for early-stage tech enterprises. Our transparent, data-driven, tech-enabled process provides entrepreneurs financing quickly without making them give up equity or board seats. We work with hundreds of visionary startup CEOs each year and our...
-
Investment Analyst
4 weeks ago
Melbourne, Australia Antler Full timeAntler backs the world's most driven founders, from day zero to greatness. Based out of 25 major startup hubs across six continents, the firm is one of the most active early-stage investors globally. Antler was founded in 2017 by founders, operators, and investors with the goal of being the destination of choice for the world's best entrepreneurial talent...
-
Investment Tax Analyst
4 weeks ago
Melbourne, Australia UniSuper Full time**Newly created opportunity due to fund growth**: - **Working closely with the Investment Tax Managers and our in-house Investments team**: - **Personal development budget of $1500 & mental, physical and financial well-being initiatives At UniSuper we hold the life savings of our members in our hands. This means we are after people passionate about...
-
Administrator
4 weeks ago
Melbourne, Australia Keegan Adams Full timeThis **National Wealth Management** firm are highly regarded with a solid reputation and expanding presence in Australia. They are seeking an **Administrator **to join the Procurement Department **on an ongoing temporary basis.** You will be available to start immediately and work full time within their prestigious offices in Melbourne CBD. $34.50 per hour...
-
Investment Operations Analyst
4 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourneAsset ManagementPermanentA leading global asset manager is seeking an experienced Investment Operations analyst in their Melbourne office. This role is primarily responsible for investment support for portfolio managers in the APAC region.Responsibilities include touch points with portfolio management, trading, operations, and client services. The...
-
Investment Tax Analyst
4 weeks ago
Melbourne, Australia UniSuper Full timeJob Description Newly created opportunity due to fund growth Working closely with the Investment Tax Managers and our in-house Investments team Personal development budget of $1500 & mental, physical and financial well-being initiatives At UniSuper we hold the life savings of our members in our hands. This means we are after people passionate about...
-
Property Investment Advisor
6 days ago
Melbourne, Australia hussetHR Full timeOngoing training and Professional Development Opportunities! - Collaborative and Inclusive Team Culture! - Convenient Melbourne St Kilda Rd Location **About the company**: Infiniti Property Cooperation is one of Australia’s fastest growing property investment firms with a team who are passionate about helping their clients grow their wealth through...