Senior Finance Service Specialist

2 weeks ago


Melbourne, Victoria, Australia beBeeProfessional Full time $120,000 - $180,000

Our organisation seeks an experienced finance professional to manage client services for retail and wholesale clients. This role involves overseeing offshored activities, identifying opportunities for new offshoring ventures, assisting with new product implementations, and resolving internal and external stakeholder queries.

Key Responsibilities:

  • Onboarding of accounts
  • Registry and Custodian set ups
  • Liaising and building relationships with stakeholders including custodians, investment managers and auditors
  • Management of documentation and data across internal systems
  • Effective management and resolution of escalations and complaints

Requirements:

  • At least 2 years' experience in funds management
  • Tertiary qualification in a relevant field (Finance, Commerce, Economics)
  • Excellent communication skills
  • Strong problem-solving skills
  • Excellent technical ability (MS Office)
  • Ability to work under pressure
  • Strong attention to detail

What We Offer:

  • A rare opportunity to join a growing organisation with long-term career prospects
  • Ongoing career development opportunities
  • Fixed-term contract with potential for extension or permanent position

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