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Private Wealth Portfolio Administrator – 12 month contract

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: Up to $35 per hour

  • Contract or Temporary
  • 3 to 7 years of experience

This role is an urgent hire within the Portfolio Administration team of this leading Private Wealth Management firm. The position is an initial 12 month contract with a view for extension. Must have private wealth / banking operations.

This role supports the portfolio team with processing and reporting requirements for their client portfolios. This role is an initial 12 month contract with view for extension.

Responsibilities:

  • Processing portfolio income, settlements, payments and receipts, margin lending, managed funds redemptions and acquisitions
  • Reconciling portfolio income, holdings, banking, margin lending statements and clients’ portfolio cash account
  • Supporting and processing corporate actions, floats, issues, annual reports, proxy and election forms
  • Coordinating monthly/quarterly portfolio reports and annual tax reporting
  • Opening and terminating accounts and maintaining portfolios
  • Maintaining clients’ portfolios in relation to their tax status

Requirements:

Candidates must be coming from a Private banking operations, portfolio administration or wealth management operations background with a strong knowledge of equities and / or corporate actions.

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