Financial Services Administrator Position

1 week ago


Melbourne, Victoria, Australia beBeeAdministration Full time $96,445 - $114,523

**Investment Administrator Role Overview**

We are seeking an experienced Investment Administrator to join our team. This role is responsible for the setup and ongoing administration of superannuation accounts, including managing client account information, processing payments, and coordinating inspecie transfers.

Key Responsibilities:
  • Client Account Administration: Manage client account information, including account opening and maintenance.
  • Daily Operations: Perform daily tasks, monitor ticket queues, and resolve issues within set timeframes.
Required Skills and Qualifications:

To be successful in this role, you will need to have:

  • At least 3 years' experience in funds management, platforms, or custody environments.
  • Knowledge of custody and superannuation processes.
  • A can-do attitude.
  • Ability to manage Zendesk queue and time-sensitive tasks.
  • Detail-oriented with ability to investigate and resolve queries.
What We Offer:

This role offers a competitive salary with annual performance incentives, comprehensive leave benefits, access to novated leasing and financial wellness courses, and professional development opportunities tailored to your growth.



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