Position Summary:
Our client, a global tier-one Wealth Management firm, is seeking an Asset Transfer Support Analyst to join their Melbourne Operations Team on a contract basis. This role sits within the Australian Operations Team and offers diverse responsibilities.
Key Responsibilities:
* Provide support in the client asset transfer process within the Australian Operations Team.
* Focus on asset transfer (mainly listed equity and Managed funds).
* Be the key liaison point between our advisors, Overseas Operations, and local counterparties.
* Facilitate all necessary transfer forms as per counterparty requirements.
* E nsure accurate cost base data for transfers.
Required Qualifications/Skills/Knowledge:
* Bachelor's degree in Accounting/Finance/Banking required or equivalent education/experience.
* 1-3 years prior financial services operations experience, ideally equity market related or Wealth Management.
* High attention to detail.
* Strong communication skills via phone and email.
* Basic MS office knowledge, specifically Excel.
* Prior experience with asset transfers such as managed funds/stock/cash highly desirable.