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Wealth Management Associate

2 months ago

Melbourne, Victoria, Australia Anton Murray Consulting Full time
Associate Wealth Manager

Anton Murray Consulting is seeking a highly skilled Associate Wealth Manager to join our team in Melbourne. As a key member of our Fee Based Team, you will be responsible for reconciling and analysing Private Wealth Management Client Accounts.

The successful candidate will support the Director of the team, encompassing various responsibilities, and be cross-trained to gain exposure to other functions on the business. This role is an initial 6-month full-time contract with the view to extend and ultimately transition into a permanent position, pending good performance.

Key Responsibilities:
  • Reconcile client investment data across systems.
  • Reconstruct clients' cost history.
  • Tax reporting reconciliation.
  • Liaise with regional operational teams to manage client investment data flow.
  • Manage reporting vendors against KPI.
  • Work closely with product owners and advisors to resolve client enquiries on client reports.
  • Oversee annual reporting processes and ensure tax buckets are correctly allocated.
  • Take full accountability for high network client quarterly and annual reporting.
  • Drive business process and operational risk control improvement.
Requirements:
  • Tertiary degree in a relevant field preferred.
  • 2-3 years of portfolio administration and/or client reporting experience in Wealth Management ideal.
  • Solid understanding of investment return calculation and concept highly preferred.
  • Ability to develop strong relationships with various teams across functions.
  • Excellent communication skills, both oral and written.
  • Sound knowledge and understanding of CGT implications and CGT rules.
  • Ability to prioritise, handle workflows, and have a fine attention to detail.