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Client Maintenance Officer

Secretaries.com.au - Petrie, QLD

Banking & Finance
Source: uWorkin


Full Job Description
07 Apr 2021

Client Maintenance Officer
Morgans Financial Limited
Petrie Terrace, Queensland
$50,000 - $60,000 p.a.

About the company:
Morgans Financial Limited is a leading financial services firm providing a wide range of wealth management, investment advice and corporate finance services.

Morgans is Australia's largest national full-service stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories.

As a market leader, the talent and passion of our people is critical to our success. Together we share a common set of values that underpin our advice and services, so as to act in the best interests of our clients.

About the role:
Preparing & processing Off Market Transfers
Processing SRN conversions
Liaising with external providers
Liaising with Advisers
Assist other team members with General enquiries

Required skills and experience:
Demonstrate high level of attention to detail with good numeracy skills and ability to reconcile data
Ability to manage priorities in a fast-paced organisation to work to timeframes and deadlines
Self-motivated whilst being proactive and displaying a sense of urgency
Ability to develop an understanding of the main Morgans systems GBST, SS&C and Calypso
Possess a basic understanding of Portfolio Management principles and processes
Ability to work effectively as part of a team
Experience within the financial services sector (or within a managed fund provider) and in back-office portfolio management functions (such as transaction processing) is highly desired.

We want people of all backgrounds to see themselves represented and included in our workplace - all applicants are welcome!

Yes, I want to apply!

We are looking for someone to start immediately.

If you are interested in this role and would like to join the Morgans team, please submit your resume and cover letter by clicking “Apply” for this job. Request a copy of the position description by emailing careers@morgans.com.au