Wealth Management Specialist

1 day ago

Melbourne, Victoria, Australia beBeePortfolio Full time $80,000 - $110,000

Praemium's mission is to redefine wealth platforms and shape the future of financial services.

We empower advisers to efficiently manage wealth in Australia, simplifying and streamlining complexities with an integrated platform.

This role focuses on maintaining data integrity, resolving discrepancies, and supporting efficient transaction processing for portfolio administration.

  • Reconciliations

The Portfolio Administration Analyst maintains accurate financial reporting by executing portfolio reconciliations, investigating discrepancies, and ensuring domestic and international transactions are processed efficiently.

Alternative investments and funds are administered within this role, ensuring a smooth wealth management experience for investors.

Data management skills are essential for this position, including effective reconciliation and discrepancy resolution techniques.

A comprehensive understanding of domestic and international transaction processing is necessary to ensure seamless execution.

The successful candidate will possess strong analytical and problem-solving skills to effectively address any discrepancies that arise.

Maintaining high levels of accuracy and attention to detail is crucial in this role, as well as the ability to work efficiently under pressure.

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