Treasury Financial Services Specialist

2 weeks ago

Melbourne, Victoria, Australia Pitcher Partners Australia Full time

We're a leading network of independent Australian firms, dedicated to driving growth and ambition for our clients and people.

Our Investment Advisory practice provides a broad service including advice, monitoring, reporting, and administration to a wide variety of clients, from high-net-worth individuals to institutional and not-for-profit clients. We cover a large range of asset classes and investment products, including listed securities and managed funds.

About the Role

The Treasury Financial Services Specialist is required to provide high-quality banking support to the Investment Advisory, Superannuation, Family Office, and Private Client groups. The banking tasks include electronic payment for securities purchased, term deposits, client requests, invoices, ATO fees, and payments as instructed by clients.

Additional tasks include drawing/depositing cheques, reconciling, and arranging manager and partner payment authorization to enable daily processing of payments. The role also requires an element of project support as the division is currently transitioning to a new banking platform.

Key Responsibilities

  • Creating client batches within the ANZ Transactive system or NAB Connect
  • Obtaining current account balances and preparing authorization sheets
  • Ensuring payment cut-off times are met
  • Creating new term deposits with the bank
  • Maintaining records relating to existing deposits in the Xplan system
  • Receiving and preparing cheques and verifying cheque requests
  • Writing manual cheques and obtaining authorized signatories
  • Printing reconciliation reports and signing off completed bank reconciliations
  • Filing all relevant paperwork as required

Who We're After

Here are the key qualifications, skills, and personal attributes we're looking for. If you tick most of the boxes, but not all, we'd still encourage you to apply. Other capabilities you have may make you the perfect fit for the role, and we can work on filling the gaps together.

Proven Administrator

Previous experience in a banking or administration role within a financial planning/investment services environment. You will have strong administrative skills and be able to communicate confidently with stakeholders at all levels.

Relevant Software Skills

You will have advanced Microsoft Office skills and have experience working with financial planning software (e.g., Xplan).

Positive Team Player

You will possess strong attention to detail and the ability to work as part of a team is also a must. You will work closely with advisors and play a crucial part in the team.

What We Offer

At Pitcher Partners Australia, we believe success is better shared. That's why we invest in the future of everyone who works with us, and a culture that supports us all. Our in-house leadership and professional development programs are tailored to your staff level and each explore how to lead with impact.

Join a Culture of Collaboration

We actively support your health and social connection with a vibrant culture, great flexible working policy, 14 weeks paid parental leave, Community leave, Purchased leave program, Employee Assistance program, in-house Massages and Pilates, free barista-made coffee, and more.

Do Work with Purpose

We put a lot of energy into developing meaningful relationships with our clients and each other. It results in a level of trust that creates surprising opportunities for our business. And your career.

Bring Your Best Ideas

We're inspired by potential. We know there's always a better way to do something. So, we foster an environment of openness. Great ideas can come from anywhere. It all starts with listening.

Estimated Salary Range: $60,000 - $80,000 per annum + superannuation, depending on experience and qualifications.

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