Client Reporting Associate - Wealth Management - 12-month initial contract

Full time Financial Specialists

Melbourne
Wealth Management
Contract or Temporary

Our client is a leading global wealth management firm seeking an experienced equity markets focussed Operations candidate in Melbourne on an initial 12-month contract. 

The role is for an associate to support the Manager of the Fee Based Team in managing the high-net-worth clients’ reporting. This includes reconciliation of client transactions, reviewing client performance information, reconstructing client cost history and delivering accurate tax reporting by liaising with the regional Operations team, vendor management and managing client enquiries with regard to their investment. In addition, it is also expected that the incumbent be cross trained and take responsibilities...