Portfolio Administrator Graduate Financial Planning

1 week ago

Sydney, Australia Keegan Adams Full time

Leading wealth advisory firm with a superb reputation | Significant growth plans
- Finance or Business related degree | Strong Excel | Portfolio Admin exp

Our client provides investment and
**wealth management solutions to high-net-worth individuals and their families to help them protect, manage and grow their wealth across generations.**
They are a very client driven business with a collaborative culture completely understanding the personal and financial needs of their clients and
**creating a unique service offering that distinguishes them from other private wealth management firms.**

**The Role**:

- Data management of clients' portfolio data in Xplan, including data feeds, corporate actions, trade reconciliations and cost base reconstructions.
- The preparation of quarterly performance and investment reports for clients including performance attribution against benchmarks.
- Establishing investment accounts for clients with the Company's service providers.
- Supporting the Relationship Managers in all aspects of data management and administration of client portfolios.
- Working collaboratively with team members and other functions within the business.
- Setting goals and prioritising activities to maximize business growth and client satisfaction.

**What is the ideal background?**
- Previous experience working as an Administrator in a financial advisory or private wealth firm would be highly regarded
- Finance/Business degree.
- Experience with Xplan preferred
- Advanced Word, Excel and Outlook skills.

***

**Who are you?**
- You have excellent communication and interpersonal skills.
- Take pride in your work, ensuring all tasks are completed in an efficient and accurate manner.
- Have a willingness and desire to work with a successful and collaborative team.
- Seek continuous improvement, admit mistakes and change behaviour based on feedback from clients and colleagues.
- Thrive in a fast paced, ever changing environment that values attention to detail and a flexible, hardworking approach.
- Are able to problem solve and prioritise, often in high pressure situations.
- Strong attention to detail and accuracy.

This is a unique opportunity to join a
**leading Independent Wealth Management firm, **working with a dynamic, professional team and superb company culture.
**This role will strengthen and develop your skill set and create career development opportunities.**

For an immediate interview call Rosie keegan on +61 482 088 718 or send your CV today via the link on this website.

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