Portfolio Administrator (Victoria)

Portfolio Administrator (Victoria)

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

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