Operations Wealth Management Specialist

1 week ago

Sydney, New South Wales, Australia beBeeWealth Full time $90,000 - $120,000
Job Description

We are seeking a skilled Operations Administrator to join our team, who can leverage their knowledge of wealth management to deliver high-quality support across various areas.

The role will cover operations administration associated with transactional and payment processing, including contributions and deposits fee transactions, in-specie transfers, and deceased estates. You may also deal with superannuation and IDPS account maintenance and servicing, as well as adviser changes and fee updates.

Key Responsibilities:
  • Deliver fast and high-quality support across various areas
  • Cover operations administration associated with transactional and payment processing
  • Deal with superannuation and IDPS account maintenance and servicing
  • Handle adviser changes and fee updates
Required Skills and Qualifications

To be successful in this role, you will need to have:

  • Strong knowledge of wealth management
  • Excellent communication and problem-solving skills
  • Ability to work accurately and efficiently under pressure
  • Knowledge of AML compliance regulations
Benefits

As a valued member of our team, you will enjoy:

  • A dynamic and supportive work environment
  • Opportunities for career development and learning
  • Flexible working arrangements to suit your needs
Why Choose Us?

At our organization, we value our employees' growth and well-being above all else. We offer a range of benefits and opportunities that will help you achieve your goals and thrive in your career.

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