Expert Portfolio Administrator

7 days ago


Melbourne, Victoria, Australia beBeeExpert Full time $120,000 - $140,000

The role of Specialist Consultant involves providing comprehensive administration services for clients, encompassing end-to-end management of their superannuation and retirement portfolios. This includes expert product administration, such as defined benefit schemes, guaranteed income solutions, and investment products.

In this capacity, the Specialist Consultant will also offer technical support to colleagues, focusing on complex but also general accumulation and retirement products. They will collaborate with the Team Coach to address intricate queries and escalate issues when necessary.

To excel in this role, candidates must possess:

  • Substantial experience in high-service orientation roles within the financial sector;
  • Deep comprehension of superannuation and retirement regulations;
  • Extensive knowledge of specialist products like defined benefit, term allocation pensions, guaranteed income, and non-superannuation investment funds;

Additionally, we offer an employee experience that fosters growth and development, including generous leave offerings, salary continuance insurance, flexible working arrangements, and opportunities for professional and personal development.

We value diversity and create a dynamic environment where everyone feels valued. We strive to deliver better outcomes for our people, members, and communities.



  • Melbourne, Victoria, Australia beBeeCommercial Full time $110,000 - $140,000

    We are seeking a highly skilled Senior Portfolio Administrator to oversee the day-to-day operations of our commercial property management business. This key role involves managing a small team and a diverse portfolio of assets.The RoleLead the administration of our commercial portfolio, ensuring efficient operation and compliance with regulatory...


  • Melbourne, Victoria, Australia Praemium Full time

    1 week ago Be among the first 25 applicantsPraemium was established in 2001 to simplify and streamline the complexities of wealth management. Today, we offer the only fully integrated platform that allows every part of an investor's wealth to be managed in one place. Managing over $63 billion in funds under administration (and growing) for leading...


  • Melbourne, Victoria, Australia Ord Minnett Full time

    Are you a recent graduate or early in your career and looking to break into the world of finance? Ord Minnett, one of Australia's most respected wealth management firms, is offering an exciting entry-level opportunity to join our Operations team as a Logic Portfolio Administrator.This is a fantastic chance to gain hands-on experience in financial operations,...


  • Melbourne, Victoria, Australia beBeeProperty Full time $98,000 - $121,000

    Job DescriptionThe Assistant Property Manager is a key role in our team, responsible for supporting the day-to-day management of a portfolio of properties. This includes tenant liaison, lease administration, occupancy issues, and general office administration duties.The ideal candidate will have previous administration experience with high-level attention to...


  • Melbourne, Victoria, Australia beBeePortfolio Full time $98,765 - $123,456

    Job Summary:">We are seeking a Portfolio Administrator to join our team. The successful candidate will be responsible for the accurate administration and reconciliation of client investment portfolios, across domestic and international assets.This role involves maintaining data integrity, resolving complex discrepancies and supporting efficient transaction...


  • Melbourne, Victoria, Australia beBeeDelivery Full time $120,000 - $164,000

    Job DescriptionWe are seeking a skilled Portfolio Delivery Expert to lead the Project Management Office and embed strong practices across a complex portfolio.Required Skills and QualificationsStrong background in portfolio reporting, governance, and financial management.Demonstrated ability to influence senior leaders and collaborate with a wide range of...


  • Melbourne, Victoria, Australia Bell Potter Securities Ltd Full time $60,000 - $80,000 per year

    Bell Potter Securities Limited is a leading stockbroking and financial advisory firm that is a part of the listed Bell Financial Group (ASX:BFG). We offer high-quality professional advice to corporate, institutional and private clients across Australia.We are looking to employ somebody who is passionate about providing great service in the financial services...


  • Melbourne, Victoria, Australia beBeeFinance Full time $90,000 - $120,000

    Portfolio Finance ExpertThis is a full-time role for a Portfolio Finance Expert in our Portfolio Management Team. The successful candidate will play a key role in shaping smart, strategic lending decisions for a diverse mix of large private and smaller public companies.About the RoleContribute to high-quality credit submissions, help structure deals, and...


  • Melbourne, Victoria, Australia beBeeAdministration Full time $60,000 - $70,000

    Portfolio Administration SupportWe are seeking an efficient Temporary Property Admin. Assistant to oversee the administration of a diverse industrial/commercial portfolio across the Gold Coast. This is a great opportunity for candidates looking for a temporary-to-permanent position, and we welcome applicants interested in working 2 or 3 days per week.Key...


  • Melbourne, Victoria, Australia beBeeAdministrative Full time $63,000 - $87,000

    Job Summary:The Coordination and Project Officer plays a key role in ensuring administrative processes are managed efficiently and effectively within the portfolio.This position is responsible for facilitating management of the team inbox, processing briefings and correspondence for senior executives, allocating tasks to responsible officers and reporting...