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Portfolio Administrator
2 weeks ago
- Portfolio Administrator
- Fund Manager
The Successful Applicant
- 10 years of industry experience in client administration, portfolio operations, and financial reporting
- A strong understanding of KYC, AML/CTF, and tax compliance (e.g., FATCA, CRS, TFN)
- Proven ability to manage reconciliations, settlements, and trade issue resolution
- High proficiency in CRM and portfolio systems such as Salesforce, Praemium, and Xero
- Exceptional attention to detail, with strong accuracy and documentation skills
- Excellent communication and interpersonal abilities to manage client relationships effectively
- Strong problem-solving skills, with the ability to work independently and handle complex issues
- Outstanding organizational and time management capabilities, with a proactive and reliable approach
Michael Page