Our client is a global wealth management business looking for a recent graduate to join their Melbourne Account Management team on an initial 12-month contract.

This role will be part of a team that supports both local and overseas teams relating to the onboarding and ongoing maintenance of client accounts and data integrity.

Key Responsibilities:

• Ensuring all daily processes and Service Level Agreements are met within applicable timeframes.
• Manage day to day tasks involved with account onboarding & maintenance activities including document scanning, maintaining registers and workflow management.
• Manage reporting and administration duties encompassing reporting, client welcome letters, and account maintenance activities.
• Maintaining excellent service for both internal and external clients.

Key Skills and Competencies:

• Tertiary qualification (or equivalent) in business/finance/commerce.
• Proficient skills in Microsoft Office – experience of spreadsheets, formulae and pivot tables would be advantageous.
• Strong attention to detail and be highly deadline oriented.

This exceptional opportunity to join a leading wealth management house will be hired on an initial 12-month contract and pay an hourly rate commensurate with candidate experience.