Static Data Officer

All vacancies of AustraliaBanking & Financial ServicesStatic Data Officer

The role requires a high level of accuracy and attention to detail working within a highly experienced settlements team.

Summary about this job

Settlements

Company: Private Advertiser

Location: Melbourne

Work type: Full Time

Salary: n\a

Phone: +61-8-6318-4056

Fax: +61-2-1370-5712

E-mail: n\a

Site:

Detail information about job Static Data Officer. Terms and conditions vacancy

  • Melbourne CBD
  • Join a great team in a dynamic working environment
  • Highly motivated individual seeking to advance career

PhillipCapital Group is an international diversified financial services company with offices in 17 countries around the world. Headquartered in Singapore and with a dominant presence in the Asian region, we are a leader in the diversified financial services sector offering wealth management, stockbroking, online trading, corporate finance, investment research and funds management services. 

PhillipCapital Australia is seeking a highly motivated individual who will be at the forefront of scrutinizing client applications whilst servicing internal and external stakeholders.

In Australia, we have offices in Melbourne, Sydney and Gold Coast providing financial services to Australian and international clients.

The role

A new position has arisen for a highly motivated Static Data Officer. Based in Melbourne, you will be working closely with colleagues in the Operations team and servicing the Adviser network and their clients. You will be involved in the vetting of processing of New Accounts, Static updates and implementation of enhanced processes and procedures for all products. You will report be reporting to the Head of Operations.

You will be expected to perform the following functions:

  • Ensure accurate & efficient opening of new accounts for all clients
  • Ensure accurate & efficient client maintenance for existing client accounts
  • Ensure efficient HIN processing for sponsoring client
  • Ensure HIN transfer requests are processed within 48 hrs
  • Ensure all off market transfers are completed in a timely manner
  • Review and checking of the input of client data
  • Processing and review of required client screening
  • Validation and processing of all standard Domestic and International banking details
  • All outstanding items/issues are followed up or resolved within 24hrs, or escalated to Management
  • Ensure accurate and efficient telephone & email communication with internal staff and associates
  • Checking & verifying client documentation against legal and compliance frameworks
  • Assistance with bulk client updates and data conversions
  • Assistance with regular data reviews for Compliance requirements
  • Collation and detailing of reconciliations & reports to Control Weekly
  • Maintenance and updating of Procedures when required
  • Ensure all tasks are completed in a timely & efficient manner
  • Profession communication with internal and external clients & staff
  • Ensure all processes are conducted within audit, procedural & compliance requirements
  • Ongoing training for personal development and assistance to cross train others when requested
  • Team focus, assistance to others and involvement with group task.

What you'll need to succeed:

Communication - Well developed communication & interpersonal skills and the ability to express ideas and information precisely, both written and verbal

Client Focus - Able to build and maintain good working relations and provide excellent service to both internal and external clients/associates

Adaptability - Able to work in a demanding environment, willingness to learn and apply new skills, willingness to work flexible hours when necessary, self motivated with the ability to work independently and as part of a team

Planning & Organisation - Able to set priorities and manage tasks efficiently and adjust and reschedule priorities when required. Strong focus and attention to detail is critical.

Technical - 2 yrs minimum experience in financial services, experience with CHESS registration and sponsorship, reconciliation experience and sound knowledge of Microsoft Outlook, MSExcel and MSAccess.

To apply please send your CV and covering note explaining why you are suited to this opportunity including a description and/or examples of the key attributes noted above that you possess to succeed in this role.

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