Settlements/ Managed funds / Transfers Analyst

Settlements/ Managed funds / Transfers Analyst

Contract Type:

Full Time

Location:

Melbourne - Victoria

Industry:

Banking & Finance

Contact Name:

luke Cuni

Contact Email:

lcuni@gowrecruitment.com

Contact Phone:

$70k to $75k plus super

Date Published:

28-Aug-2025

Our Client, is a market leader in Financial Markets, who provide a diverse range of products and services to individual investors, institutions and private businesses, require the services of a market orientated professional to join their settlements / managed funds team on  an initial 12 month Fixed term Contract .

This is the perfect opportunity for an individual with 1 to 3 years back office experience in wealth to join a great brand and cement themselves in a team and culture that prides themselves on the quality of their service to the clients and their focus on process improvement. 

Our client is keen to meet with candidates who are highly client / team focused, organised, high attention to detail and can work autonomously and in a close team environment.
   
Key areas of operational experience are: Equity market settlements, managed funds processing, broker to broker transfers / sponsorship and Off Market Transfers.

The role will require the successful candidate to be adaptable and able to work in a fast paced but highly interactive and fun environment. Our client is committed to further learning, development and multi skilling of all team members.
  
To be successful our client is ideally looking for applicants who have 1 to 3 years in back office operations in wealth management operations, have strong verbal, written communication skills, intermediate to advanced skills on excel and word and the ability to build and maintain established relationships, have a keen interest in the Australian share market and have a proactive and team focused mindset.

This is a unique opportunity to join a tier one brand !
 
For further details please contact Luke Cuni at GOW Recruitment on 0413 839 375 or apply below
  

APPLY NOW
APPLY NOW

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