Senior Wealth Management Specialist

3 days ago

Melbourne, Victoria, Australia beBeeAdministration Full time $80,000 - $150,000

Our Mission

Streamlining the complexities of wealth management has been our core objective since 2001. We deliver innovative technology and exceptional service to clients by providing a fully integrated platform that manages every aspect of an investor's wealth.

Our expertise in managing over $63 billion in funds under administration has positioned us as leaders in the industry, partnering with institutions and private wealth firms to deliver high-quality services.

Our Role

We empower financial advisors to efficiently manage the wealth of individuals in Australia, striving to redefine wealth platforms and shape the future of financial services.

The Portfolio Analyst Scope

This role involves maintaining data accuracy, resolving discrepancies, and supporting efficient transaction processing.

As a trusted point of contact for internal teams and external clients, you'll support high-quality client outcomes and delivery of our portfolio administration services.

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