27 Sep
|
Comdain Management
|
Victoria
27 Sep
Comdain Management
Victoria
Job Description
An exciting opportunity exists for aPortfolio AdministratoratComdain Family OfficeinFairfield, VIC.
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Why Join Us
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Competitive salary based on experience
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Be part of a 50+ year professional stable organization
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Be a valued member within a small team
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Flexible working arrangements/hours available where required
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Secure on-site car parking
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Close proximity to Fairfield and Ivanhoe Village Shopping Precinct
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Experience a great work culture within a beautiful, modern office building
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Responsibilities
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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.
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Additional duties will include, but are not limited to:
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Completing compliance forms for new and existing investments
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Liaising with internal and external stakeholders
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Assisting with preparation and management of investment reporting
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Maintaining accurate and organised records and filing systems
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Actioning accounts payable and receivable, and reconciling bank accounts
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Providing administrative support to CFO and Directors where required
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About you
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Experience in investment analysis is preferred
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Experience using Microsoft Excel and accounting software (Xero)
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Ability to work both independently and collaboratively
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Exceptional communication and interpersonal skills
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Excellent attention to detail, with time management, organizational, and problem-solving skills
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About us
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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 collaborative and supportive environment for its people.
📌 Portfolio Administrator (Victoria)
🏢 Comdain Management
📍 Victoria