Financial Operations Coordinator

1 week ago

Hobart, Tasmania, Australia beBeeAdministrator Full time $55,000 - $85,000

Seeking an experienced administrator to support operations in wealth management, taxation and trustee services. Key responsibilities include:

Duties
  • Complete administrative tasks for clients and other areas of the organization
  • Arrange and record investments/redemptions with fund managers
  • Support estate planners, accountants and financial planners with maintenance tasks
  • Conduct reconciliation requirements as directed
  • Foster client and provider interactions
About You

We are looking for a motivated individual with excellent time management skills, confident communication and interpersonal abilities. Ideal candidates possess:

  • Experience in high-paced administration roles
  • Ability to work independently and collaboratively within a team
  • Initiative to grow and learn, with clear and accurate correspondence skills
  • Proficiency in computer skills, data entry, Microsoft Office (Excel)
  • Baseline understanding of financial investments, accounting and estate planning
  • In-depth knowledge of the trustee industry and CGT implications
About Our Organization

We are a major provider of financial products and services. As a trustee company authorized under the Trustee Companies Act 1953, we strive to deliver industry-leading expertise in trustee services, estate planning, income fund management and commercial lending.

What We Offer

We offer a dynamic and supportive work environment that fosters growth and development. Our team is committed to delivering exceptional results and making a positive impact in the community.

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