Wealth Management Associate

4 weeks ago

Melbourne, Victoria, Australia Anton Murray Consulting Full time
Associate Wealth Manager

We are seeking a highly skilled Associate Wealth Manager to join our team at Anton Murray Consulting. As a key member of our Client Reporting Team, you will be responsible for reconciling and analysing Private Wealth Management Client Accounts.

The successful candidate will work closely with our Director to support various responsibilities, including cross-training to gain exposure to other functions on the business and gradually taking on a greater scope of responsibilities.

This is a 6-month full-time contract with the view to extend and ultimately transition into a permanent position, pending good performance.

Key Responsibilities:
  • Reconcile client investment data across systems.
  • Reconstruct clients' cost history.
  • Tax reporting reconciliation.
  • Liaise with regional operational teams to manage client investment data flow.
  • Manage reporting vendors against KPI.
  • Work closely with product owners and advisors to resolve client enquiries on client reports.
  • Oversee annual reporting process and ensure tax buckets are correctly allocated.
  • Take full accountability for high network client quarterly and annual reporting.
  • Drive business process and operational risk control improvement.
Requirements:
  • Tertiary degree in a relevant field preferred.
  • 2-3 years of portfolio administration and/or client reporting experience in Wealth Management ideal.
  • Solid understanding of investment return calculation and concept highly preferred.
  • Ability to develop strong relationships with various teams across functions.
  • Excellent communication skills, both oral and written.
  • Sound knowledge and understanding of CGT implications and CGT rules.
  • Ability to prioritise, handle workflows, and have a fine attention to detail.

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