Onboarding Specialist | High-growth Platform Provider

Succession Recruitment Pty Ltd

Portfolio Admin experience from a Broker, Financial Planner or Fund Manager? Utilise your great Client Service skills and Equity Ops knowledge!

  • CBD location
  • Experiencing enormous growth!
  • Utilise your Portfolio Admin and Equity Ops knowledge

  • Company experiencing enormous growth!
  • CBD located
  • Utilise your Portfolio Admin and Equity Operations knowledge
Our client is a Platform/Portfolio Administration provider that is experiencing an exciting period of growth and development. They currently have a vacancy for an Onboarding Specialist who can work in a fast-paced environment and transition newly acquired clients. 
The successful candidate will hold Portfolio Administration experience from either a Broker, Financial Planner or Fund Manager. Professional and strong communication skills will be essential to the role, as it will involve a high level of internal and external communication. You will also need a good understanding of retail client tax reporting, private wealth client reporting and equity operations. 
 Your duties and responsibilities will include but not be limited to:
  • Delivering an outstanding client experience
  • Client onboarding including preparing client documentation
  • Cost history reconstruction of client portfolios
  • Assisting with the administration of portfolios, particularly with respect to problem solving, administration and reporting queries that arise
  • Accurate maintenance and reconciliation of portfolios across all asset classes
  • Maintain internal and external procedures on an ongoing basis
  • In-specie transferring of assets (ASX, international and manged funds)
 The successful candidate will possess:
  • Portfolio Administration experience from a Broker or Financial Planner
  • Knowledge of CGT and Tax (highly regarded)
  • 2+ years' experience using Praemium or similar Portfolio Wrap platforms
  • Client Service mindset 
  • Strong and professional interpersonal and communications skills with ability to provide excellent Client Services by taking ownership of resolving queries
  • Intermediate to Advanced Excel skills
  • Problem-solving abilities
  • Strong team-player
  • Time Management and organisation skills with ability to meet deadlines in fast-paced environment
  • Tertiary related qualifications (desirable)
  • Australian Citizenship or Permanent Residency  
If you have the skills and experience as detailed above, and this sounds like the role for you, please upload your resume NOW! Any questions please contact Jacqueline Chang at Succession Recruitment on 02 9230 0665.