Wealth Management

6 months ago

Melbourne, Australia Anton Murray Consulting Full time

Melbourne
Wealth Management
Contract or Temporary

Our client is a leading full-service wealth management firm seeking a candidate to join their Fee Based Team at the Associate level. This candidate will become an important member of the Client Reporting Team, reconciling and analysing Private Wealth Management Client Accounts.

The successful applicant will be responsible for supporting the Director of the team, encompassing various responsibilities, as well as being cross-trained to gain exposure to other functions on the business and gradually take on a greater scope of responsibilities.

This role will be hired on an initial 6-month full-time contract with the view to extend and ultimately transition into a permanent position, pending good performance.

Key Responsibilities:

  • Reconcile client investment data across systems.
  • Reconstruction of clients cost history.
  • Tax reporting reconciliation.
  • Key liaison with regional operational team in managing client investment data flow.
  • Manage reporting vendor against KPI.
  • Work closely with products owners and advisors to resolve client enquiries on client reports, which covers investment return and products related enquiries.
  • Oversee annual reporting process and ensure tax bucket are correct allocated. 
  • Take full accountability for high network client quarterly and annual reporting.
  • Driven business process and operational risk control improvement.

Desired Skills/Qualifications/Experience

  • Tertiary degree in relevant field preferred.
  • 2-3 years of portfolio administration and/or client reporting experience in Wealth Management ideal.
  • Solid understanding of investment return calculation and concept highly preferred.
  • Ability to develop strong relationships, namely with various teams across functions.
  • Excellent communication skills, both oral and written. 
  • Sound knowledge & understanding of CGT implications & CGT rules.
  • Ability to prioritise, handle workflows, and have a fine attention to detail.

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