Senior Treasury and Banking Specialist

6 days ago


Melbourne, Victoria, Australia Pitcher Partners Australia Full time
About the Role

We are seeking a highly skilled Senior Treasury and Banking Specialist to join our Investment Advisory team in Australia.

Job Description

This is a challenging opportunity for an experienced banking professional to provide high-quality treasury support to our clients across various asset classes. The successful candidate will have a proven track record of working with financial planning software, Xplan, and possess advanced Microsoft Office skills.

The role involves providing expert advice on electronic payment processing, term deposits, and managing client requests. You will also be responsible for maintaining accurate records, reconciling bank statements, and ensuring timely payments.

Key Responsibilities:
  • Creating client batches within ANZ Transactive or NAB Connect systems
  • Obtaining current account balances and preparing authorization sheets
  • Ensuring payment cut-off times are met
  • Maintaining records relating to existing deposits in Xplan
  • Receiving and preparing cheques, verifying cheque requests, writing manual cheques, and obtaining authorized signatories
  • Printing reconciliation reports and signing off completed bank reconciliations
Required Skills and Qualifications:

To succeed in this role, you will need:

  • A proven track record of experience in banking or administration roles within a financial planning/investment services environment
  • Advanced Microsoft Office skills, including proficiency in Excel, Word, and PowerPoint
  • Experience working with financial planning software, such as Xplan
  • Strong attention to detail and excellent communication skills
  • The ability to work effectively in a team environment
Benefits:

Pitcher Partners offers a competitive salary package, including:

  • An estimated $80,000 - $110,000 per annum, depending on experience
  • A vibrant culture that supports your health and social connection
  • 14 weeks paid parental leave
  • Community leave program
  • Purchased leave program
  • Employee Assistance Program
  • In-house massage and Pilates services
  • Free barista-made coffee
How to Apply:

If you are a motivated and experienced banking professional looking to take your career to the next level, please submit your application. We encourage people from under-represented backgrounds to apply and are committed to creating a diverse and inclusive workplace.



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