
Fees Administrator, Wealth Management
1 week ago
An exciting opportunity to join our Wealth Management team as a Fees Administrator
**About the role**
We are seeking individuals looking to establish their career in Financial Services by joining a high performing team in the role of Fees Administrator. As someone looking for long term growth, you will have the opportunity to learn about Wealth Advice operations from the ground up by supporting the business, Client Service Associates and their aligned Private Bankers.
Key responsibilities include, but are not limited to:
- Taking ownership of the end-to-end process of Fee Consent forms, Fee Disclosure Statements and Opt-in renewals.
- The production of Fee Disclosure Statements and Fee Consent Forms in a timely manner.
- Analyzing of data through exceptions reports to ensure the business remains compliant.
- Processing, reconciling and analysis of revenue across Private Bank
- Actively working with the Private Bank business and its stakeholders to deliver on outcomes.
- Working collaboratively with peers to ensure requests are completed accurately and that client records are maintained appropriately.
- Becoming a ‘go to’ person for all administration tasks with a continuous focus on our legislative, risk management and reputational responsibilities.
- Ensure a high standard of communication with all clients and stakeholders.
You will enjoy the flexibility to choose how, where and when you work outside of core hours - flexibility is simply how we work in Banking & Financial Services at Macquarie.
**About you**
To be successful in this role you will demonstrate high attention to detail, a willingness to learn and a passion for delivery of an excellent client experience. You will be able to work in a team environment and build strong working relationships with your peers to contribute to team goals.
- Problem solving in a high pressure and dynamic environment.
- Strong attention to detail and organisational skills.
- Operationally and procedurally minded with an outcome focus.
- Think outside the box and consider client needs when completing tasks.
- The capacity and ability to take on a high level of responsibility and ownership to ensure tasks/objectives are satisfactorily completed.
- Excellent communication and interpersonal skills.
- A high level of tenacity and the ability to solve problems effectively and efficiently in a high-pressure environment.
- 2+ years’ experience working in the financial services and banking industry.
**About **Banking and Financial Services**
Banking and Financial Services is Macquarie’s retail banking and financial services business, providing a diverse range of personal banking, wealth management, business banking and vehicle finance products and services to retail clients, advisers, brokers and business clients.
**Our commitment to Diversity, Equity and Inclusion**
The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you'll be encouraged to be yourself and supported to perform at your best. If our purpose of ‘empowering people to innovate and invest for a better future’ is as inspiring to you as it is to us, please apply. With the right technology, support and resources, our people can work in a range of flexible ways.
**About Macquarie**:
A career at Macquarie means you’ll have the opportunity to develop and utilise new skills, explore interesting fields and do challenging work that will impact the lives of people around the world—whether it’s accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we’re empowering people to innovate and invest for a better future.
Our size and international presence means your work can take you anywhere—across business groups, disciplines, sectors and borders. With 18,000+ employees and offices in 33 markets around the world, we’re a truly global organisation.
You’ll be supported by a diverse team where the unique perspectives, ideas and experiences that all of our people bring are valued. You’ll be empowered to address unmet needs in our communities whilst advising and investing alongside our clients and partners. Working with us, you’ll have the opportunity to make a difference.
Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.
**Job no**: BFS-969471
- **Work type**: Permanent - Full time
- **Location**: Sydney
- **Category**: Junior, Data & Analytics, Private Banking & Wealth Management
- **Group**: Banking and Financial Services
- **Division**: Wealth Management
- **Recruiter**: Siji
-
Wealth Administrator
7 days ago
Sydney, Australia Bendigo and Adelaide Bank Full timeWealth Administrator **Your new role with Bendigo Bank is just a few clicks away!** **Position Description**:Sponsorship Administrator PD.pdf** **Closing Date: 30th September (Monday) 2024.** **About us** The Wealth Financing business is the foundation business of the Wealth & Third-Party Banking Division and the market leading Margin Lending business...
-
Wealth Administrator
1 week ago
Sydney, Australia Bendigo & Adelaide Bank Full time**Your new role with Bendigo Bank is just a few clicks away!** **Position Description**:Sponsorship Administrator PD.pdf **Closing Date: 30th September (Monday) 2024.** **About us** The Wealth Financing business is the foundation business of the Wealth & Third-Party Banking Division and the market leading Margin Lending business of Bendigo and Adelaide...
-
Wealth Management
2 weeks ago
Sydney, Australia Anton Murray Consulting Full timeSydney- Wealth Management- PermanentOur client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments. **Responsibilities**: - Review and approve change requests for existing accounts where...
-
Wealth Manager
3 weeks ago
Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full timeThis firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore marketplace.The firm's primary...
-
Wealth Administrator
1 week ago
Sydney, Australia Macquarie Group Limited Full time-The Wealth Non-Financial Risk Remediation team is responsible for delivering exceptional remediation outcomes for clients for both internal and external projects. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 34 markets and with...
-
Wealth Management Administrator
2 weeks ago
Sydney Central Business District, Australia HAYS Full timeAn entry level investments and wealth management opportunity offering full training & a progression pathway. **Your new company** Work for a well established and well known name and brand in the market. This Australian business supports members in achieving their financial freedom in retirement through super, investments and retirement savings. Being...
-
Wealth Administrator
2 weeks ago
Sydney Central Business District, Australia HAYS Full timeWork in a global Wealth and Investments organisation, with full training provided. **Your new company** *** Work for a well established and well known name and brand in the market. This Australian business supports members in achieving their financial freedom in retirement through super, investments and retirement savings. Being consistently names amongst...
-
Private Wealth Portfolio Administrator
2 weeks ago
Sydney, Australia Anton Murray Consulting Full timeSydney- Wealth Management- Contract or TemporaryThis role is an urgent hire within the Portfolio Administration team of this leading Private Wealth Management firm. The position is an initial 12 month contract with a view for extension. Must have private wealth / banking operations. This role supports the portfolio team with processing and reporting...
-
Senior Wealth Management Expert
14 hours ago
Sydney, New South Wales, Australia beBeeCareer Full time $1,000,000 - $1,500,000Expert Wealth Advisor OpportunityAt a leading wealth advisory firm, we are seeking an experienced Senior Advisor to join our team and shape the future of wealth management.About This RoleWe offer a fee-only, client-first model with low advisor-to-client ratios, allowing advisors to deliver truly impactful advice.This role provides the opportunity to work...
-
Wealth Deposits Processing Officer
8 hours ago
Sydney, Australia Bendigo & Adelaide Bank Full timeAbout us On our journey to be Australia’s bank of choice, we continue to set the example of how banking should be: progressive, innovative, sustainable, shared, and most importantly, trusted. The Operations, Processing and Servicing (OPS) function contributes towards this vision by developing and executing strategies which will deliver our products and...