Financial Assets Officer
Hybrid
Core
Administer and action client assets in accordance with their financial plan to implement investment strategies and maximize financial potential.
Role type
Financial Asset Officer
Builds
Client asset portfolios
Domain
Financial Services / Wealth Management
Required skills
Administrative experience in finance, double-entry accounting, account reconciliations, foundational investment knowledge, MS Excel, business correspondence
Preferred skills
Diploma of Financial Planning, experience within financial asset environment
Responsibilities
Administer client assets, liaise with internal key people, build and maintain relationships with external parties, prepare business correspondence
Seniority
Part-time, Fixed term (12 Month)