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Financial Services Administrator

1 month ago

Melbourne, Victoria, Australia Pitcher Partners Australia Full time

We're a leading network of independent Australian firms, working together to enable growth and ambition for our clients. And our people.

Our team is built on heart, where we support each other, learn together, and foster relationships that nurture and empower every individual.

We know that some of the best new ideas come from curious, talented individuals who are eager to make a difference.

About Our Team

Pitcher Partners' Investment Advisory practice provides a broad range of services, including advice, monitoring, reporting, and administration to various clients, from high-net-worth individuals to institutional and not-for-profit clients.

We cover a wide range of asset classes and investment products, including listed securities and managed funds.

About the Role

The Financial Services Administrator is required to provide high-quality banking support to our Investment Advisory, Superannuation, Family Office, and Private Client groups.

The role involves tasks such as electronic payment for securities purchased, term deposits, client requests, invoices, ATO fees, and payments as instructed by clients.

Additional responsibilities include drawing/depositing cheques, reconciling, and arranging manager and partner payment authorization to enable daily processing of payments.

The role also requires an element of project support as the division is currently transitioning to a new banking platform.

Key Responsibilities

  • Create client batches within the ANZ Transactive system or NAB Connect
  • Obtain current account balances and prepare authorization sheets
  • E nsure payment cut-off times are met
  • Create new term deposits with the bank
  • Maintain records relating to existing deposits in the Xplan system
  • Receive and prepare cheques and verify cheque requests
  • Write manual cheques and obtain authorized signatories
  • Print reconciliation reports and sign off completed bank reconciliations
  • F il all relevant paperwork as required

About You

We're looking for a skilled administrator with previous experience in a banking or administration role within a financial planning/investment services environment.

You will have strong administrative skills, be able to communicate confidently with stakeholders at all levels, and possess advanced Microsoft Office skills.

You will also have experience working with financial planning software (e.g. Xplan).

A bout Us

Pitcher Partners is committed to creating a culture that supports our staff's health and social connection.

We offer a vibrant culture, great flexible working policy, 14 weeks paid parental leave, Community leave, Purchased leave program, Employee Assistance program, in-house Massages and Pilates, free barista-made coffee, and more.

We believe success is better shared, and that's why we invest in the future of everyone who works with us.