About the company:
This is a unique opportunity to join an well established, and well respected Wealth Management firm located in the Southern Suburbs of Brisbane. This highly successful and professional firm have developed an outstanding service catering to their clients wealth needs. They focus on creating strong relationships with their clients through providing a hands on approach. My client focusses on investment advice for a client base made up of HNW and UHNW clients.

About the role:
We are currently seeking a Portfolio Administrator to work alongside a team of advisers and other staff members. In this role, you will be responsible for running and managing the portfolio management system of the business, looking after aprox $400 million in investments.

Duties:

Process and reconcile investment portfolio transactions
Prepare client reports on a regular basis
Assist with the administration of SMSFs & collation of their financial statements
Update existing or create new transactions
Arrange client billing for reports

Skills & experience:

Preferably previous experience within financial services (investment advice)
Understanding of investment principles
Ability to prioritise and manage multiple tasks
Strong attention to detail
Previous experience using portfolio administration or SMSF accounting software is preferrable (not essential)

How to apply:
Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au. Alternatively, reach out on 0468 496 046 for a confidential discussion.

Please note, only shortlisted candidates will be contacted.