Portfolio Administration Assistant 

Salary guide $90-95k+super+bonus  
Working in a close-knit team, this role will see you supporting the Senior Administration Managers and Investment Managers in all aspects of Portfolio management for high-net-worth clients.

Key Functions
This vital role will see you act as a key member of the operations team performing a diverse range of client and administrative functions including;

• Regularly liaising with clients and responding to client requests
• Processing payments, withdrawals and funds transfers
• Processing of client Applications
• Processing payments, withdrawals and funds transfers
• Account Maintenance – Updating client accounts
• Liaising with and responding to client requests
• Preparing reports to send to clients
• Preparing client review packs
• Monitoring and reporting on super contributions and pensions
• Cash and stock holdings reconciliations
• Ensure all client enquiries are handled in a timely manner
• Planning and organising client meetings and reviews. General administration and the upkeep of client database maintenance
• Monitoring term deposits
• Working closely with accountants

Core Requirements
To be successful in this role you will possess:

• Commitment to delivering a high level of service to clients
• Excellent organisational and time management skills
• A positive and pro-active work ethic with the ability to use your initiative
• The ability to work independently within a team environment
• Excellent attention to detail.

Ideal candidate
The ideal candidate will have experience in administration, client services or operations within an Investment or Brokerage Firm. Skilled in Microsoft Excel and Powerpoint and experience using the Praemium administration system preferred. Experience in Superannuation especially SMSF would be an advantage but not necessary as training will be provided.



Contact gabrielle.clarke@sandyou.com.au

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