Portfolio / Client Services Manager - $70K to $80K | (AKG.149)

Portfolio / Client Services Manager - $70K to $80K | (AKG.149)

13 Oct
|
Ensure Recruitment - Seek Award Winner - Best Small Specialist
|
Brisbane

13 Oct

Ensure Recruitment - Seek Award Winner - Best Small Specialist

Brisbane

If you are an experienced Portfolio/Client Services Manager or Junior Paraplanner with a passion for Wealth Management and Funds Management, you won't want to miss this opportunity! Our client is a highly impressive boutique firm who specialise in Investment Advisory and Personal Financial Advice. 

This role will involve:   
• Operational support to the principal advisor and associate advisor and implementation of advice
• Day to day operational functions in client service and management of client's portfolio including portfolio valuations. 
• Timely cash and stock reconciliation and client reporting
• Database management (XPlan and IPS)
• Stock Transfer, Corporate Actions,





Trade Execution and Cash Payment functions
• Assist in client on-boarding and ensure compliance in all areas
• Ongoing portfolio administration support and reconcile movement of accounts 


Knowledge, skills and experience:
•  Proven experience in Portfolio/Client Services and/or Wealth Management involving investments, dividends and managed funds ideally.
• Strong client service focus is a must with a "Can Do" attitude
•  Knowledge of investments, structures, entities, products and financial planning process
• Exceptional accuracy and attention to detail  
• Xplan Experience essential 
• Strong analytical and conceptual ability
• Ability to analyse and integrate information from a variety of sources and draw accurate and logical solutions 
• Tertiary or post-graduate in related Commerce or Finance ideally  

If you don't want to be pinned down into one function, and love both Investment Operations and Wealth Management, this is the role for you! Great career prospects, excellent executive team, pristine CBD office, what's not to love? 

Please click the "APPLY" button to forward a copy of your resume for immediate review or alternatively for a confidential discussion about this role or any other roles within the Wealth Management space, please contact Toby Walsh from Ensure Recruitment on (phone hidden) or email [email protected]

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