Asset Transfer Support Specialist
4 weeks ago
Job Summary:
We are seeking an Asset Transfer Support Specialist to join our Melbourne Operations Team. The successful candidate will provide support in the client asset transfer process, focusing on asset transfer (mainly listed equity and Managed funds).
Key Responsibilities:
- Facilitate all necessary transfer forms are signed as per respective counterparty requirements.
- Ensure all cost base data is correctly recorded for transfer.
- Develop strong client relationships and communicate effectively via phone and email.
Requirements:
- Bachelor's degree in Accounting/ Finance/ Banking required or equivalent education or experience.
- 1-3 years prior financial services operations experience, ideally equity market related or Wealth Management.
- Very high attention to detail and basic MS office knowledge, specifically Excel.
About the Role:
This role sits within the Australian Operations Team and has a diverse set of responsibilities, including correctly settling and recording numerous transactions per day, identifying, and mitigating all operational risks.
What We Offer:
As a member of our team, you will have the opportunity to work with a global tier-one Wealth Management firm and develop your skills in a dynamic and supportive environment.
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