Asset Portfolio Specialist

3 days ago

Bendigo, Victoria, Australia beBeeFinancial Full time $62,135 - $70,709
Job Description

Our organization is seeking an experienced Financial Asset Manager to play a pivotal role in the management of our clients' assets.

About Us:

We are a public trustee with a strategic vision to support individuals in protecting and growing their legacy and financial wellbeing. We offer critical financial and legal products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Services and Personal Financial Administration.

About the Role:

The Financial Asset Manager will administer and act on behalf of clients, in accordance with their financial plan. You will liaise with key stakeholders to make this happen as well as build and maintain strong relationships with external parties.

Key Responsibilities:

Experience in a leadership role managing administration teamsKnowledge of advanced accounting (double sided) and reconciling of accountsExpert knowledge of all types of investments, their uses and characteristicsExcellent communication skills (written and verbal)Demonstrated ability to prepare commercial standard correspondenceProficient computer skills including advanced skill level with Microsoft Excel

Employee Benefits:

Career development
Health and wellbeing programs
Flexible working conditions
Education assistance
Purchased leave
Employee assistance program
Reward and recognition program
Free Will preparation
Retailer discounts
Charitable workplace giving
Employee social club

Our Culture:

For our clients, our people and the community, we demonstrate Care, Unity, Passion - we are here, we work together, and we bring our best.

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