Investment Administrator

2 weeks ago

Melbourne, Victoria, Australia beBeeInvestment Full time

Seeking a skilled investment administrator to join our dynamic wealth management team.

This award-winning organisation is dedicated to providing peace of mind for individuals seeking expert financial guidance. Our experienced professionals deliver tailored solutions, enabling clients to achieve their goals and simplify their lives.

We are looking for an individual who can:

  • Process managed investment trades and term deposits efficiently
  • Fulfill and carry out fund terminations in a timely manner
  • Perform reconciliations within tight deadlines

Key requirements include:

  • Wrap custody experience or exposure in a similar environment
  • Relevant tertiary qualification in IT, Business, or a related field
  • Attention to detail and strong analytical skills

Our team offers:

  • An attractive day rate
  • A collaborative culture that values people
  • The opportunity to work with a leading ASX-listed Wealth Management Organisation

If you're a motivated professional looking for a new challenge, we'd love to hear from you.

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