Job Description
Bell Direct (Third Party Platform Pty Ltd) is a leading Australian provider of trading and investment services. A wholly owned subsidiary of the Bell Financial Group (ASX: BFG), powered by our own proprietary technology, we offer a range of trading solutions, both B2C and B2B, spanning the spectrum of Australian wealth management.
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Kick-start your career in financial services with Bell Direct.
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Are you a recent graduate looking to build a long-term career in financial markets and operations? Bell Direct is seeking a motivated and detail-oriented Settlements / Capital Raising and Term Deposits Officer to join our Melbourne team.
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This is an excellent opportunity to gain hands-on experience across settlements, payments control and capital raisings while working alongside experienced professionals in a leading Australian financial services business.
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Key Responsibilities
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Reporting to the Operations Manager, you will play an important role in supporting the integrity and efficiency of our operations. Your responsibilities will include:
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Build and maintain strong working relationships with other back-office teams and third-party providers
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Provide regular updates to management on payment status and outstanding items
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Manage capital raising bookings and associated settlement functions
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Maintain compliance filing and prepare capital raising summaries
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Prepare and manage term deposit instructions,



including maturities and new applications, liaising closely with our intermediary service provider
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Support ad hoc projects as needed.
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Key Requirements
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We're interested in recent graduates from business, finance, economics, commerce or related disciplines, as well as candidates with up to 3 years of administration experience.
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You will bring:
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Excellent attention to detail
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A strong focus on achieving a high level of accuracy and on following processes and procedures
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Strong communication and client service skills
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Team orientated
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Capable of meeting strict deadlines and working under pressure
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Proficiency in Excel, Word and Outlook.
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What We Offer
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At Bell Direct, you'll gain exposure to a broad range of financial markets operations while developing valuable skills that can support a long-term career in financial services.
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A permanent full-time position from day one
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A supportive team setting with experienced mentors
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Exposure to capital markets, settlements and payments operations
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Professional development and career growth opportunities
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Modern offices located in Melbourne's CBD
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The opportunity to work for a respected and established Australian financial services organisation.
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Please note only successful candidates will be notified.

📌 Settlements Officer (Victoria)
🏢 Bell Direct
📍 Victoria