Portfolio Support Specialist

3 days ago

Brisbane, Queensland, Australia beBeePortfolioSupport Full time $90,000 - $110,000

Portfolio Support Specialist Job Description

As a Portfolio Support Specialist, you will play a vital role in maintaining client portfolios efficiently and accurately for reporting purposes. Your primary responsibility will be to maintain accurate records of client portfolios and investments on internal systems.

Key Responsibilities:

  • Ensure client positions and investments are up-to-date and correct;
  • Perform daily reconciliations to ensure portfolio accuracy;
  • Liaise with external and internal stakeholders to resolve any issues or discrepancies;

What We're Looking For:

  • Strong organizational and time management skills;
  • Excellent communication and interpersonal skills;
  • Ability to work accurately and efficiently in a fast-paced environment;

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