Investments Administrator | Wealth Management

Location: Sydney
Job Type: Permanent
Reference: MH18OPS
Rubicor Professional's client, an industry leader in superannuation, wealth management and retirement planning has an exciting new opportunity for a motivated individual to work within their Investment Operations Team. 

You will be offered the prospect to progress and challenge yourself, while driving efficiency and innovation.
Key responsibilities:
  • Process trades switches, contributions, redemptions, transfers and new business applications within the required cut-off.
  • Unit registry, transaction confirmation and administration duties.
  • Daily, weekly and monthly trade confirmation reporting and statements to the investors.
  • Maintain AML and compliance procedures are adhered to at all times.
  • Strong interpersonal skills with a proven ability to build and maintain relationships with investors and clients at all times.
  • Ensure operational efficiency and report on ineffectiveness.
  • Provide feedback regarding process improvements to improve the customer experience.
 The successful candidate will have the following:
  • Tertiary Qualified.
  • RG146 partially/compliant is advantageous.
  • Superannuation knowledge and experience is advantageous.
  • Experience using Microsoft Office.
  • Be flexible with working hours when required.
  • Strong time management skills.
  • Driven and target focused.
  • The ability to multi task and manage conflicting priorities and plan workload appropriately.
  • The desire to provide a consistently high level of service and be outcome focused.
  • Strong team player with a positive attitude.
  • Proven track record in achieving and exceeding goals set.
  • Strong attention to detail.