Wealth Management – Senior Portfolio Operations (12 month contract)

Written by Anton Murray Consulting Consulting on .

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Location: melbourne

Salary description:

  • $100-150k AUD Equivalent
  • Contract or Temporary
  • years of experience

Our client is a leading global private wealth management business seeking an extra headcount within their portfolio operations team. The ideal candidate will have 4+ years of wealth management operations/ portfolio administration experience.


  • Client service and management of client’s portfolio
  • Cash and stock reconciliation
  • Client reporting
  • Tax reporting reconciliation
  • Assist with escalation of issues and problem resolution
  • Assist with projects, including identifying improvements to existing processes to increase efficiencies.
  • Assist with escalation as required.
  • Work with advisers/associates/vendors to understand systems & reports
  • Account Review and account mappings
  • Client on boarding process
  • Risk management, compliance and AML
  • Implementation of client investment strategies
  • Ongoing portfolio administration support

Experience Required:

  • Tertiary or post-graduate in related commerce or finance
  • 4+ years’ experience in portfolio operations from a wealth management firm
  • Desirable 2 years experience in Praemium or similar Portfolio Wrap platforms
  • Strong client service focus
  • Experience with Xplan and Praemium (Client Focus and IPS)
  • Intermediate Word and Excel skills
  • Good analytical and problem solving skills
  • Exceptional accuracy and attention to detail

Contact us in Melbourne


Phone:+61 3 9900 6333

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

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