Wealth Administrator

3 weeks ago


Sydney, New South Wales, Australia Bendigo and Adelaide Bank Full time
About the Role

The Wealth Administrator is a key position within the Wealth and Third-Party Banking Division of Bendigo and Adelaide Bank. This role is responsible for processing off-market settlements, refinances, account closures, and broker fees, as well as daily administration, reconciliations, and supporting business growth.

Key Responsibilities
  • Process off-market settlements, refinances, and account closures
  • Manage daily administration and reconciliations
  • Support business growth and development
  • Ensure adherence to CHESS and Margin Lending policies
Requirements
  • Completed studies in Securities, Banking, and Finance
  • Experience in off-market transfer processes, refinances, and CHESS
  • Excellent time management and attention to detail
  • Effective communication and relationship-building skills
  • Proactive and driven disposition with a focus on continuous improvement
About Us

Bendigo and Adelaide Bank is a leading financial institution with a strong commitment to customer service and community involvement. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.

What We Offer
  • Ongoing development and training opportunities
  • A dynamic and supportive work environment
  • Competitive salary and benefits package


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