Banking/Treasury Analyst

7 months ago

Melbourne, Australia Pitcher Partners Australia Full time

We’re a leading network of independent Australian firms, working together to enable growth and ambition for our clients. And our people.

When you join Pitcher Partners, you’re joining a team with heart. We support each other. We learn together. We’re deliberate about fostering relationships that nurture and empower every individual.

And we’re excited by what’s possible. We know some of the best new ideas come in the form of curious, talented people we haven’t met yet. Perhaps you’re one of them.

Meet your team

Our Investment Advisory practice provides a broad service including advice, monitoring, reporting and administration to a wide variety of clients, from high-net-worth individuals to institutional and not-for-profit clients. We cover a large range of asset classes and investment products, including listed securities and managed funds.

About the role

The Banking/Treasury Analyst is required to provide high quality banking support to the Investment Advisory, Superannuation, Family Office and Private Client groups. The banking tasks include electronic payment for securities purchased, term deposits, client requests, invoices, ATO fees and payments as instructed by clients.

Additional tasks include drawing/depositing cheques, reconciling and arranging manager and partner payment authorization to enable daily processing of payments. The role also requires an element of project support as the division is currently transitioning to new banking platform.

Key responsibilities

Creating client batches within the ANZ Transactive system or NAB Connect Obtaining current account balances and preparing authorization sheets Ensuring payment cut-off times are met Creating new term deposits with the bank Maintaining records relating to existing deposits in the Xplan system Receiving and preparing cheques and verifying cheque requests Writing manual cheques and obtaining authorised signatories Printing reconciliation reports and signing off completed bank reconciliations Filing all relevant paperwork as required

Who we’re after

Here are the key qualifications, skills and personal attributes we’re looking for. If you tick most of the boxes, but not all, we’d still encourage you to apply. Other capabilities you have may make you the perfect fit for the role, and we can work on filling the gaps together.

Proven administrator

Previous experience in a banking or administration role within a financial planning/investment services environment. You will have strong administrative skills and are able to communicate confidently with stakeholders at all levels.

Relevant software skills

You will have advanced Microsoft Office skills and have experience working with financial planning software (e.g. Xplan)

Positive team player

You will possess strong attention to detail and the ability to work a part of a team is also a must. You will work closely with advisors and play a crucial part in the team.

What we offer

At Pitcher Partners we believe success is better shared. That’s why we invest in the future of everyone who works with us, and a culture that supports us all. Our inhouse leadership and professional development programs are tailored to your staff level and each explore how to lead with impact.

Join a team with heart

We actively support your health and social connection with a vibrant culture, great flexible working policy, 14 weeks paid parental leave, Community leave, Purchased leave program, Employee Assistance program, inhouse Massages and Pilates, free barista made coffee and more.

Do work with a purpose

We put a lot of energy into developing meaningful relationships with our clients and each other. It results in a level of trust that creates surprising opportunities for our business. And your career.

Bring your best ideas

We’re inspired by potential. We know there’s always a better way to do something. So we foster an environment of openness. Great ideas can come from anywhere. It all starts with listening.

How to apply

If you can see yourself as part of a team that’s all about people doing meaningful work, and leading with the best ideas, we want to hear from you.

Actively improving diversity in our workforce is central to our purpose, and we strongly encourage people from under-represented backgrounds to apply.

We’re proud to be recognised as a WORK180 Endorsed Employer for All Women . This is earned through our continued commitment to the careers of women, which includes offering benefits and policies that support diversity, equity, and inclusion. Visit the page a full breakdown of our benefits.

While we appreciate the role recruitment agencies play in our recruitment strategy, unsolicited CV’s will not be considered at this time.

  • Treasury Analyst

    2 months ago

    Melbourne, Australia Australian Unity Full time

    Established in 1840, we’re Australia’s first member-owned wellbeing company. Today we have over $1 billion in revenue and provide smart solutions and services to more than 700,000 Australians. We employ over 7000 people and our purpose is to **Help People to Thrive**. It’s an exciting time to be joining Australian Unity - we have grown significantly...

  • Treasury Analyst

    6 months ago

    Melbourne, Australia VOCUS Full time

    Awesome employee benefits and a dynamic team environment! - Hybrid & flexible work - 2 days in the office, 3 days WFH! - Do it. Own it. Love it. Reporting to the Treasury Manager, the Treasury Analyst plays a pivotal role in the operational and administrative activities of Group Treasury including settlements, transactional banking, liquidity, cash flow...

  • Treasury Analyst

    6 months ago

    Melbourne, Australia CAR Group Full time

    **Company Description** Are you ready to be a big part of something big?** CAR Group has been driving innovation and growth since the 1990s. Collectively, our world leading marketplaces bring together deep expertise powered by the best people, data, and technology across Oceania, Asia and The Americas. We deliver world leading technology and advertising...

  • Treasury Analyst

    1 month ago

    Melbourne, Australia Service Stream Full time

    Primary Location VIC - Melbourne - 655 Collins St - Job Description Summary Start the new year with a new role! - About the Role We are looking for a Treasury Analyst to support the Service Stream Group and our subsidiaries in all matters relating to company financing and cash flow. This a great platform to excel your career with us! We have a sizeable...

  • Treasury Analyst

    7 months ago

    Melbourne, Australia Viva Energy Australia Full time

    **Company Description**: A career with Viva Energy is more than just a job! It’s an opportunity to be part of something bigger. The opportunity to join an amazing team committed to supporting our evolving energy needs and helping to build a secure and sustainable energy future. Our energy helps people reach their destinations, fuels industries, support...

  • Treasury Analyst

    7 months ago

    Melbourne, Australia Viva Energy Australia Full time

    **Company Description** A career with Viva Energy is more than just a job! It’s an opportunity to be part of something bigger. The opportunity to join an amazing team committed to supporting our evolving energy needs and helping to build a secure and sustainable energy future. Our energy helps people reach their destinations, fuels industries, support...

  • Treasury Analyst

    7 months ago

    North Adelaide Melbourne St, Australia LLL Australia Full time

    **LLL AUSTRALIA** Lutheran Laypeople’s League Australia (LLL) is a demonstration of the incredible power of people, united in faith, working together towards a common purpose - to transform money into a force for good. Established in 1921, LLL prides itself on providing savings options that are fee free for individuals and businesses. The mission of the...

  • Treasury Analyst

    4 months ago

    Melbourne, Australia McMillan Shakespeare Full time

    This role is key to the financial management of MMS Group, covering tasks such as financial data analysis and interpretation, treasury report preparation, financial forecasting, the creation of efficient cash and asset management plans, hedging our key financial risks and supporting our structured finance facilities. KEY RESPONSIBILITIES - Daily cashflow...

  • Treasury Analyst

    7 months ago

    Melbourne, Australia D'Arcy Weil Full time

    Treasury Analyst: 5+ years experience, energy sector. - Expertise in cash flow, risk management, compliance. - Join dynamic team shaping sustainable future. **Our client is a pioneering force in Australia's energy landscape, where innovation meets sustainability to power a brighter future. With over a century of experience, our client is at the forefront of...

  • Analyst, Liquidity Strategy and Planning Treasury

    6 months ago

    Melbourne, Australia Bendigo & Adelaide Bank Full time

    Do more, dream more, become more. Welcome to Bendigo Bank. **About us** Our Purpose is the same today as it was when we were founded 160 years ago, and every day, we work hard to bring our company purpose to life; feeding into the success of our customers and communities and not off it. We live and breathe our core values of Teamwork, Integrity,...

  • Treasury Manager

    6 months ago

    Melbourne, Australia Afterpay Full time

    **Company Description**: - Block is one company built from many blocks, all united by the same purpose of economic empowerment. The blocks that form our foundational teams — People, Finance, Counsel, Hardware, Information Security, Platform Infrastructure Engineering, and more — provide support and guidance at the corporate level. They work across...

  • Treasury Manager

    6 months ago

    Melbourne, Australia Block Full time

    Company Description Block is one company built from many blocks, all united by the same purpose of economic empowerment. The blocks that form our foundational teams — People, Finance, Counsel, Hardware, Information Security, Platform Infrastructure Engineering, and more — provide support and guidance at the corporate level. They work across business...

  • Group Treasury Manager

    7 months ago

    Melbourne, Australia Sharp & Carter Full time

    One of Australia's largest businesses with significant global presence - Newly created role heading up Australian Treasury function - $180,000- $220,000 + Superannuation + Benefits Newly created, the Group Treasury Manager is a business-critical role that advises and supports the Group on cashflow forecasting, reporting, funding activity, cash and risk...

  • Head of Treasury

    9 months ago

    Melbourne, Australia Page Executive Full time

    corporate treasury and Insurance remit - Work for a market leader **About Our Client**: Our client is a well known industry leader within its field with an international reach and sizeable treasury function based in Melbourne. As the Head of Treasury, you will play a pivotal role in managing the liquidity and financial needs of the organisation across the...

  • Treasury Manager

    4 months ago

    Melbourne, Australia BankVic Full time

    **23rd August, 2024**: **About BankVic**: We are the small bank of big opportunity. We exist to serve those who protect and serve our community. Founded 50 years ago by Victoria Police officers, we have since grown to over 120,000 members from the police, health, and emergency services. Because we’re small, we each have a greater impact. We challenge...

  • Treasury Analyst

    2 weeks ago

    Melbourne, Australia Community Housing Ltd Full time

    Contribute to a world without housing poverty - Full time, permanent role based in Melbourne, VIC - Great Salary + Super + Salary Packaging + Other benefits **About Us** Community Housing Limited (CHL) is a leading not-for-profit organisation dedicated to making a positive impact in the housing sector. We are committed to addressing housing issues and...

  • Analyst (Vpsg4)

    6 months ago

    Melbourne, Australia Department of Treasury and Finance Full time

    Location: Melbourne | CBD Job type: Full time Organisation: Department of Treasury and Finance **Salary**: $92,332 - $104,762 Occupation: Analyst Reference: VG/1792672 Two 12-month fixed term opportunities available in the Commercial Transactions team **About us** The Department of Treasury and Finance provides economic, financial and resource...

  • Treasury Manager, Apac

    7 months ago

    Melbourne, Australia Afterpay Full time

    **Company Description**: - Block is one company built from many blocks, all united by the same purpose of economic empowerment. The blocks that form our foundational teams — People, Finance, Counsel, Hardware, Information Security, Platform Infrastructure Engineering, and more — provide support and guidance at the corporate level. They work across...

  • Associate Director, Treasury

    8 months ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Region**: VIC- Melbourne CBD - **You’re encouraged to experiment and find out where you excel**: - **Work in a collaborative and inclusive team environment**: - **Standout opportunity to join Group Treasury** **It’s more than a career at NAB. It’s about more opportunity, more moments to make a difference and more...

  • Associate Director, Treasury

    8 months ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Region**: VIC- Melbourne CBD - **You’re encouraged to experiment and find out where you excel**: - **Work in a collaborative and inclusive team environment**: - **Standout opportunity to join Group Treasury** **It’s more than a career at NAB. It’s about more opportunity, more moments to make a difference and more...