Senior Portfolio Administrator
16 hours ago
We are seeking a highly skilled and experienced Senior Portfolio Administrator to join our team at FourQuarters Recruitment. As a key member of our portfolio administration team, you will be responsible for providing exceptional support to our clients and advisors.
Key Responsibilities:- Corporate Actions Administration and processing
- Diarise and maintain corporate action diary
- Client & Adviser notifications of upcoming events
- Follow up on outstanding elections
- Process client instructions via cash payments
- Audit client instructions
- Review ATO announcements and ensure correct processing of corporate action events
- Create corporate action templates with inhouse system
- Investigate and resolve Cash and Stock reconciliation issues
- Assist in Quarterly and Annual Tax Reports for clients in a timely manner
- Investigate and respond to adhoc adviser and client queries
- Assist the rest of the Portfolio team with adhoc portfolio administration tasks and projects
- Previous experience in a broker/funds management business
- Sound knowledge of tax matters in relation to share trading. Especially around implications of corporate action events
- Sound knowledge of share market and processes involved with share trading
- Knowledge of functions and departments within a broking firm
- Capability with financial wealth management programs, Word and Excel
- Ability to work in a team environment
- Ability to work under pressure
- Strong attention to detail
- Bringing new ideas and process improvements to the organisation
- Great rapport with clients and advisors
- Flexible and reliable nature
- Stable and secure permanent role
- Leading organisation with a fantastic brand and reputation
- Support from a small portfolio administration team
- Promotion/career development opportunities available/encouraged in the organisation
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Melbourne, Victoria, Australia FourQuarters Recruitment Full time{"Job Title": "Senior Portfolio Administrator", "Job Description": "Key ResponsibilitiesAs a Senior Portfolio Administrator, you will be responsible for providing administrative support to the Portfolio Administration team. Your duties will include:Corporate Actions Administration and processing.Diarising and maintaining corporate action diaries.Client and...
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