Wealth Management
Contract or Temporary

Our client is a global tier-one Wealth Management firm seeking an Asset Transfer Support Analyst to join their Melbourne Operations Team on an initial 6-month contract.

Position Summary:

This position sits within the Australian Operations Team, and has a diverse set of responsibilities, including correctly settling and recording numerus transactions per day, identifying, and mitigating all operational risks, and developing strong client relationships. 

Key Responsibilities:

This purpose of this role is to provide support in the client asset transfer process within the Australian Operations Team.

  • Focus on asset transfer (mainly listed equity and Managed funds) 
  • Be the key liaison point in between our advisors, Overseas Operations, and the local counterparties. 
  • To facilitate all the necessary transfer forms are signed as per respective counterparty requirements. 
  • Ensure all cost base data is correctly for transfer. 

Required Qualifications/Skills/Knowledge:

  • Bachelor’s degree in Accounting/ Finance/ Banking required or equivalent education or experience.
  • 1-3 years prior financial services operations experience, ideally equity market related or Wealth Management
  • Very high attention to detail
  • Strong communication skills via phone and email
  • Basic MS office knowledge, specifically Excel
  • Previous experience with asset transfers such as managed funds/stock/cash would be highly desirable. 

Apply Now

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