Job Details
  • Reference393559D_1673423178
  • LocationSydney
  • SalaryAU$80000 - AU$90000 per annum
  • Job TypeFull Time
  • Posted26 days ago
  • ConsultantAnson Lam
Our client is a leading investment platform provider in the Fintech space. They are an ASX listed Fintech firm currently experiencing growth and are seeking an employee with knowledge and experience within the Inspecie Transfers space to join their team.

The ideal candidate will be one that has experience understanding of listed/unlisted transfers, settlements and in-specie transfers.

The Role:
  • Process In-specie transfers, pension commencements, fee transactions, contributions and deposits
  • Superannuation and IDPS accountant maintenance
  • Update adviser changes, fee updates, deceased estates and withdrawals
  • Data interpretation, analysis and subsequent problem solving
  • Superannuation and IDPS account maintenance and servicing
  • Update procedure manuals
  • Calculation and processing of client facing and platform service fees
  • Draft and produce client communications as required
  • Provide, upon request, all and any documentation requested by the Compliance & Risk team.

You Need:
  • Experience with In-Specie transfers is essential
  • Previous experience working in platforms is a must
  • Knowledge on Australian securities, cash options and an understanding of the risks inherent in settlement activities
  • MS Excel experience is essential

Please email your resume if you are interested in applying.