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Portfolio Administrator
2 weeks ago
Premier Investment Management Business
- CBD, Permanent Role, Excellent Leadership
- Supportive Team, Professional Culture.
Our client, is one of Australia's leading wealth managers. They provide their investors access to markets and a range of investment options, backed by leading research, middle and back office support. This allows them access wide range of opportunities that yields higher returns than their competition while being supported by a balanced and steady portfolio.
Reporting to the Manager of Investment Services the Portfolio Administrator is required to maintain client portfolios efficiently and accurately for reporting purposes. Furthermore, ensuring that clients investments are correctly managed on the internal systems and that their positions and investment are accurate. You will also be required to do reporting and ensure the portfolio is reconciled daily. This role will liaise with a number of external and internal stakeholders, and you will need to be very strong at prioritising and multitasking.