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Wealth Management – Portfolio Administration

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: $30-$35 per hour

  • $50-100k AUD Equivalent
  • Contract or Temporary
  • 1 to 3 years of experience

A leading, boutique private wealth advisory business in the heart of Sydney’s CBD is seeking a contractor to join their team for an initial 6 months with a view to extend.

The successful candidate will come from a wealth management operations, settlements, portfolio administration or desk assistant background and have a strong exposure to equities.

Day to day requirements will include, however are not limited to; equity settlements, cash and stock reconciliations, processing of IPO’s and stock transfers, trade monitoring and liaison with external parties such as brokers, advisors, direct customers or share registries.

This dynamic employer has a high performance culture – where team work is valued and the delivery of high quality services to internal and external customers is held in high regard. Strong people skills, a positive “can do” attitude and a high attention to detail are also key traits of interest.

To be considered for one of these vacancies you will require hands on experience in stockbroking operations, settlements or portfolio operations

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