An exciting opportunity exists for aPortfolio Administrator atComdain Family Office inFairfield, VIC .
Why Join Us
Competitive salary based on experience
Be part of a 50+ year professional stable organization
Be a valued member within a small team
Flexible working arrangements/hours available where required
Secure on-site car parking
Close proximity to Fairfield and Ivanhoe Village Shopping Precinct
Experience a great work culture within a beautiful, modern office building
Responsibilities
We are currently looking for a full time / part-time (5 or 4 days) Portfolio Administrator to join our team to support portfolio management and accounting operations, and associated family private portfolios.
Additional duties will include, but are not limited to:
Completing compliance forms for new and existing investments
Liaising with internal and external stakeholders
Assisting with preparation and management of investment reporting
Maintaining accurate and organised records and filing systems
Actioning accounts payable and receivable, and reconciling bank accounts
Providing administrative support to CFO and Directors where required
About you
Experience in investment analysis is preferred
Experience using Microsoft Excel and accounting software (Xero)
Ability to work both independently and collaboratively
Exceptional communication and interpersonal skills
Excellent attention to detail, with time management, organizational, and problem-solving skills
About us
A family business with over 50 years of managing and growing successful operational businesses. Today, Comdain is a professional family office, with a diverse portfolio of assets under management. Comdain prides itself on providing a cooperative and supportive environment for its people.