Asset Transfer Support Analyst
We are seeking an experienced Asset Transfer Support Analyst to join our Melbourne Operations Team on a contract basis.
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).
* Act as the key liaison point between advisors, Overseas Operations, and local counterparties.
* Facilitate the signing of all necessary transfer forms as per counterparty requirements.
* Ensure accurate cost base data for transfers.
Requirements:
* Bachelor's degree in Accounting, Finance, or Banking required or equivalent education/experience.
* 1-3 years prior financial services operations experience, preferably in equity markets or Wealth Management.
* High attention to detail.
* Strong communication skills via phone and email.
* Basic MS Office knowledge, specifically Excel.
* Previous experience with asset transfers (Managed Funds/Stock/Cash) is highly desirable.