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Portfolio Administrator

Davidson Recruitment - Brisbane City, QLD

Administration & Secretarial
Source: uWorkin


About the Company

This dynamic and respected investment services organisation is looking for a highly competent Portfolio Administrator to support their well-established Portfolio team of five.

You will be joining a collaborative and young-at-heart team in a passionate business that is underpinned by strong values and a twenty year history. Each member contributes with incredible levels of professionalism, engagement and teamwork.

About the Role
Your role will be focussed primarily on assisting the portfolio administration team in the areas of client reporting, transactional processing, custodian relations, and security settlements and reconciliations.
You will also gain the opportunity to cross-skill and broaden your skill-set across all areas of the team as you step into your colleagues' roles to provide mutual support and career development.

About You

It is ideal that you will possess:

  • 2 - 3 years' experience in a portfolio administration role within financial services.
  • Track record of administering investment data in an efficient and accurate manner.
  • Broad knowledge of processes and procedures within the finance sector.
  • Advanced written and verbal communications skills.
  • Advanced MS Office Suite.
  • Previous executive administration experience.
  • Possess a high level of attention to detail.
  • Strong judgment, integrity and independence.
  • Highly effective time management and organisational skills.

Your outgoing, positive and can-do attitude will be valued in this team! You will also be required to work well autonomously whilst also being a great team player.

The Benefits

  • Permanent opportunity
  • Warm and supportive team
  • Wide scope of work with opportunities to cross-skill
  • Being part of a values-driven, energetic organisation with a fantastic culture and highly regarded reputation

To apply, upload your current resume in Microsoft Word format only (.doc or .docx). If you would like to have a confidential discussion, please contact Chrissy Mandalis on 07 3023 1010, quoting ref no. JO-2105-104499. Want to know more about Davidson? Visit us at www.davidsonwp.com

Brisbane City, QLD

Administration & Secretarial


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