Client Administration Officer

1 week ago

Adelaide Region SA, Australia Taylor Collison Full time

Leading stockbroking firm with prestigious client base
- Full time permanent opportunity, working in Adelaide CBD
- Diverse and challenging role within a supportive and social team
- Adelaide, SA

**About the Company**

Taylor Collison is an independent stockbroking and investment advisory firm, specialising in institutional, private broking, and portfolio management services. Taking pride in their commitment to wealth creation, Taylor Collison was founded on integrity, client confidentiality, and service delivery. Their primary allegiance is to their clients, to ensure they receive objective advice that suits their particular investment objectives and circumstances.

**Role Overview**

Working alongside an experienced Client Services Manager, this role will see you playing a key role in the support and provision of high-quality service to the firm’s Portfolio Management clients. This is a full-time permanent role incorporating Client Maintenance, Client Services, and general administration duties.

Specific job functions will include;
- Assisting with establishing new accounts
- Processing corporate actions
- Reconciling share trading records and accounts
- Producing and collate client reports
- Administering managed funds and Term Deposits
- General clerical support & administrative duties

**Skills, Knowledge and Experience**
- Experience within a professional services firm or financial institution will be highly regarded
- Working knowledge of financial markets will be highly regarded
- Proficient in Microsoft Office (Word, Excel, Outlook, and PowerPoint) - essential
- Strong organisational skills and ability to priortise tasks
- Ability to perform reconciliations
- Strong literacy and numeracy skills
- Excellent written and verbal communication
- Professional work ethic and a can-do attitude
- Collaborative individual who enjoys working in a team environment

If you are an experienced office professional who is looking for a rewarding position, then we encourage you to apply.

For more information please contact Justine Tigani on 08 8424 2400

Please note - all applicant resumes must be submitted in Word format only.

LI-JT1

3764

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