Asset Transfer Support Specialist
5 days ago
Job Summary:
We are seeking an Asset Transfer Support Specialist to join our Melbourne Operations Team. The successful candidate will provide support in the client asset transfer process, focusing on asset transfer (mainly listed equity and Managed funds) and facilitating all necessary transfer forms as per respective counterparty requirements.
Key Responsibilities:
- Provide support in the client asset transfer process
- Focus on asset transfer (mainly listed equity and Managed funds)
- Facilitate all necessary transfer forms as per respective counterparty requirements
- Ensure all cost base data is correctly recorded for transfer
Requirements:
- Bachelor's degree in Accounting/ Finance/ Banking required or equivalent education or experience
- 1-3 years prior financial services operations experience, ideally equity market related or Wealth Management
- Very high attention to detail
- Strong communication skills via phone and email
- Basic MS office knowledge, specifically Excel
- Previous experience with asset transfers such as managed funds/stock/cash would be highly desirable
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