Location
Perth
Posted
June 03, 2026
Commute
Local Area
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Job Description
This is a great opportunity for a career orientated market professional to join a leading financial services organisation in Wealth management operations / Portfolio Administration .
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Dealing with high-net-worth clients and very intelligent colleagues, our client is keen to meet with individuals who have had at least one to three yearβs market experience in Wealth management operations / Portfolio Administration . Β
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Main responsibilities are but not limited to:
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- Building portfolios and ensuring accurate cost base records are entered.
- Linking of external portfolio accounts and data feeds
- Tracking receipt of assets from external brokers and platforms
- Conducting ongoing Cash and Stock reconciliations
- Prepare documentation for third-party investments, such as managed fund applications.
- Process Account closures
- Handle gen...