Dealing with high-net-worth clients and very intelligent colleagues, our client is keen to meet with individuals who have had at least two to four year’s market experience in Onboarding / portfolio administration.
Main responsibilities are but not limited to:
- Facilitate all aspects of the client onboarding process for new clients
- Initial creation of the client account
- Full Portfolio reconstruction back to the start of the financial year ensuring Capital Gains, Income and Expenses mirror that of the previous platform
- Linking through of external portfolio accounts and data feeds
- Tracking receipt of assets from external brokers and platforms and chasing and escalating as required
- Ad hoc assistance to the Adviser Transitions team as and when required
- Ad hoc projects and daily tasks as and where required.
- Provide exceptional support to clients by addressing their account queries.
- Proficiency with IRESS is desired
- Previous experience of client portfolio reconstructions would be ideal
- A basic understanding of tax matters related to share trading
- Sound knowledge of share markets and investment operations processes
This is a positive opportunity for an existing Client Onboarding Associate or wealth management operations professional to take a positive step in their career. Having a professional focus, strong market knowledge and a keen eye for detail are desirable qualities, strong excel skills are always a value add. This is the right opportunity for a team driven individual who likes a positive challenge and can bring a process improvement mindset to the team.
If you are looking for a positive change and want to work with an impressive team that will provide you with a great career path, then please apply.
For further details please contact Luke Cuni at GOW Recruitment on 0413 839 375 or apply below