Portfolio Administration Specialist - Client Wealth Ops (Queensland)

Portfolio Administration Specialist - Client Wealth Ops (Queensland)

21 Aug
|
Wilsons Advisory
|
Queensland

21 Aug

Wilsons Advisory

Queensland

Job Description

A distinguished financial services firm in Queensland is seeking a Portfolio Administrator to join their IMS team in Brisbane. This role involves processing client applications, reconciling holdings, and managing communications for investment portfolios. The ideal candidate will have client services experience, strong attention to detail, and an understanding of regulatory requirements. This full time position offers a collaborative work environment with a focus on exceptional client outcomes.
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📌 Portfolio Administration Specialist - Client Wealth Ops (Queensland)
🏢 Wilsons Advisory
📍 Queensland

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