Settlements Officer – Treasury Brisbane

Settlements Officer – Treasury Brisbane

03 Aug
|
Morgans Holdings
|
Brisbane

03 Aug

Morgans Holdings

Brisbane

About Morgans

Morgans is Australia’s most respected stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity.

About the role

Join Morgans as a Settlements Officer on a 12-month contract! This role will play a pivotal part in ensuring the seamless execution of financial transactions within our Treasury team. The ideal candidate will have a keen eye for detail and a commitment to maintaining the highest standards of accuracy and efficiency.

Benefits
Learning and development opportunities including Morgans’ Mentoring program
Eligible to participate in bonus scheme
Paid volunteer leave and donation matching

What you will be doing
Processing cash products – new account applications, deposits & withdrawals, periodic payments, term deposit processing, bond settlements and coupon payments
Processing Payments, cash journals and reconciliations, and reporting of these payments within Morgans’ systems




Processing of daily payment files using banking software
Building relationships with external providers such as banks and deposit takers whilst providing quality service to our clients
General assistance and back up to others within the Treasury team as required

What you will bring
Robust attention to detail to ensure accurate processing
Good problem-solving skills
Sound communication skills
Ability to work autonomously and within a team setting
Self-motivated and ability to meet deadlines
Sound prioritisation and problem-solving skills

Yes, I want to apply!

If you are interested in this role and would like to join the Morgans team, please click apply and submit your cover letter and resume. The successful candidate must have permanent work rights in Australia. We believe in creating prospects for everyone and welcome applications from people with diverse backgrounds and experiences. We can’t wait to hear from you!

📌 Settlements Officer – Treasury Brisbane
🏢 Morgans Holdings
📍 Brisbane

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