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Client Reporting Associate in Wealth Management

2 months ago

Melbourne, Victoria, Australia Anton Murray Consulting Full time

Location: Melbourne

Position Type: Contract or Temporary

Anton Murray Consulting is representing a prominent full-service wealth management firm in search of a dedicated candidate to enhance their Fee Based Team at the Associate level. This role is crucial for the Client Reporting Team, focusing on the reconciliation and analysis of Private Wealth Management Client Accounts.

The ideal candidate will support the Director of the team, taking on a variety of responsibilities while being cross-trained to explore other functions within the business, ultimately leading to an expanded role.

This position will commence with a full-time contract, initially for a 6-month period, with the potential for extension and transition into a permanent role based on performance.

Key Responsibilities:

  • Reconcile investment data for clients across various systems.
  • Reconstruct historical cost data for clients.
  • Perform tax reporting reconciliations.
  • Act as a key liaison with the regional operational team to manage the flow of client investment data.
  • Oversee reporting vendors to ensure compliance with KPIs.
  • Collaborate closely with product owners and advisors to address client inquiries related to reports, including investment returns and product-related questions.
  • Manage the annual reporting process, ensuring accurate allocation of tax buckets.
  • Take full responsibility for quarterly and annual reporting for high-net-worth clients.
  • Drive improvements in business processes and operational risk controls.

Desired Skills/Qualifications/Experience:

  • Preferred tertiary degree in a relevant field.
  • 2-3 years of experience in portfolio administration and/or client reporting within Wealth Management.
  • Strong understanding of investment return calculations and concepts is highly desirable.
  • Proven ability to cultivate strong relationships across various teams.
  • Exceptional communication skills, both verbal and written.
  • Solid knowledge of CGT implications and regulations.
  • Ability to prioritize tasks, manage workflows, and maintain meticulous attention to detail.