Deposit Operations Specialist

1 week ago

Sydney, New South Wales, Australia beBeeWealth Full time $85,000 - $110,000
Job Title

Deliver seamless account processing and service to clients as a Wealth Deposits Processing Officer. This role involves working with various stakeholders, managing multiple tasks, and meeting productivity targets.

">About the Role
  • Process all transaction types for wealth deposits.
  • Reconcile and balance daily transactions accurately.
  • Open new accounts efficiently.
  • Process administrative requests and maturity requests promptly.
  • Reconcile ledgers as required.
  • Meet or exceed productivity targets and individual performance goals.

Key Responsibilities:

• Process client transactions accurately and efficiently.
• Reconcile and balance daily transactions to ensure accuracy and compliance.
• Open new accounts and process administrative requests promptly.
• Manage and resolve any discrepancies or issues that arise during the processing of client transactions.
• Maintain accurate records and reports to support business decisions.

What We Offer

• Career growth and development opportunities with on-the-job training and external development programs.
• Real benefits and work-life balance options to support your overall well-being.
• A collaborative and supportive team environment that encourages open communication and teamwork.
• Opportunities for professional growth and development to help you achieve your career goals.

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