Financial Services – Portfolio Administrator

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Do you have experience in superannuation? - Are you an administration & general office coordination wiz?

Summary about this job

Financial Planning

Company: Crystal Wealth Partners Ltd

Location: Sydney

Work type: Full Time

Salary: $55,000 - $65,000

Phone: +61-7-9664-1386

Fax: +61-3-9686-7045

E-mail: n\a

Site:

Detail information about job Financial Services – Portfolio Administrator. Terms and conditions vacancy

  • Great team environment
  • Opportunity to grow with business
  • Convenient CBD location

About Us
We are a boutique financial services firm providing financial and investment advice located in the CBD. As a privately owned firm, we are committed to your goal to deliver clear comfortable and simply better service to our clients.

Our team has a passion for delivering practical solutions for clients that are highly personalised to their individual needs. We actively engage with all of our clients on a regular basis to ensure that the overall strategy setting meets their expectations and is capable of delivering to its long term objectives.

As a relatively recently established firm there is great potential for growth and learning opportunities with the experts in financial advice and self-managed super funds (SMSF) industry.

About Role
In this role you will be responsible for providing accurate and timely administration support to clients and advisers reporting directly to Client Portfolio Manager.

The key responsibilities include assistance with client portfolio administration, SMSF administration, compliance & tax reporting and general office administration. It will offer you the opportunity to develop your skills in investment sectors, customer relations, and compliance.

About Ideal Candidate
To be considered for this position, you must demonstrate experience in similar capacity in superannuation or investment portfolio administration, accuracy, numeracy and communication skills and be able to work with initiative, self sufficiency and a drive to develop your skills and knowledge. 

For more information on this role please send your enquiries to: [email protected].

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