Finance Operations Analyst

3 days ago

Melbourne, Victoria, Australia Pitcher Partners Australia Full time

Discover a dynamic career opportunity at Pitcher Partners Australia as a Finance Operations Analyst. We are seeking an experienced professional to join our team and contribute to the success of our clients.

Company Overview

Pitcher Partners is a leading network of independent Australian firms, committed to enabling growth and ambition for our clients and people. Our Investment Advisory practice provides comprehensive services, including advice, monitoring, reporting, and administration, to a diverse range of clients. We cover various asset classes and investment products, ensuring tailored solutions for our clients' needs.

About the Role

The Finance Operations Analyst will play a vital role in providing high-quality banking support to our Investment Advisory, Superannuation, Family Office, and Private Client groups. Key responsibilities include:

  • Creating client batches within the ANZ Transactive system or NAB Connect
  • Obtaining current account balances and preparing authorization sheets
  • Ensuring payment cut-off times are met
  • Creating new term deposits with the bank
  • Maintaining records relating to existing deposits in the Xplan system
  • Receiving and preparing cheques and verifying cheque requests
  • Writing manual cheques and obtaining authorised signatories
  • Printing reconciliation reports and signing off completed bank reconciliations
  • Filing all relevant paperwork as required

Required Skills and Qualifications

To succeed in this role, you will possess:

  • Proven experience in a banking or administration role within a financial planning/investment services environment
  • Strong administrative skills and ability to communicate confidently with stakeholders at all levels
  • Advanced Microsoft Office skills and experience working with financial planning software (e.g. Xplan)
  • A positive team player with strong attention to detail

Benefits

We offer a competitive salary package, including an estimated annual salary of $60,000 - $80,000 AUD, dependent on experience. Additionally, you will enjoy a vibrant culture with great flexible working policies, 14 weeks paid parental leave, Community leave, Purchased leave program, Employee Assistance program, in-house Massages and Pilates, free barista-made coffee, and more. We actively support your health and social connection, fostering a supportive work environment that values diversity and inclusion.

How to Apply

If you are a motivated and experienced finance professional looking for a new challenge, please submit your application. We encourage individuals from under-represented backgrounds to apply, and we are proud to be recognised as a WORK180 Endorsed Employer for All Women.

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