Wealth Management Operations Jobs in Melbourne

Anton Murray Consulting - 3004 Melbourne, VIC, AU

The team covers key functionalities including managing cash payments, funding positions, settlements, and bookings across Wealth Management Businesses. This is a key support role in a fast-paced environment...

from: careerone.com.au - 4 days ago

Anton Murray Consulting - 3004 Melbourne, VIC, AU

Recognised industry studies with financial markets experience, particularly knowledge on asset transfer /sponsorship would be highly regarded. Liaise with various departments across the wealth management...

from: careerone.com.au - 4 days ago

GOW Recruitment - 3004 Melbourne, VIC, AU

The role will require the successful candidate to respond to all incoming queries in a professional and timely manner, manage all client on boarding instructions and follow up on any outstanding issues...

from: careerone.com.au - 2 days ago

Anton Murray Consulting - 3004 Melbourne, VIC, AU

2+ years equity operations, client services, or (ideally) prior desk/advisor assistant experience within the stockbroking / wealth management industry. Act as liaison between dealing desk, internal departments...

from: careerone.com.au - 4 days ago

Anton Murray Consulting - 3004 Melbourne, VIC, AU

Be the key liaison point in between our advisors, Overseas Operations, and the local counterparties. To facilitate all the necessary transfer forms are signed as per respective counterparty requirements...

from: careerone.com.au - 4 days ago

AU | FNZ (Australia) Pty Limited - 3004 Melbourne, VIC, AU

The Fund Accounting team prepares and reviews management accounts, regulatory returns, and collaborates with internal and external stakeholders, including clients, tax agents, and auditors. They also monitor...

from: careerone.com.au (+1 source) - 4 days ago

Anton Murray Consulting - 3004 Melbourne, VIC, AU

Proficient skills in Microsoft Office – experience of spreadsheets, formulae and pivot tables is advantageous, willingness to transfer knowledge is imperative Maintaining a culture of high performance...

from: careerone.com.au - 4 days ago

AU | FNZ (Australia) Pty Limited - 3004 Melbourne, VIC, AU

Today, we are responsible for over USD $1.5T in assets under administration, held by around 24 million customers of some of the world’s largest financial institutions. We are expanding our team of over...

from: careerone.com.au (+1 source) - 6 days ago

AU | FNZ (Australia) Pty Limited - 3004 Melbourne, VIC, AU

Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies. FNZ is committed...

from: careerone.com.au (+1 source) - 17 days ago

Equity Trustees - 3004 Melbourne, VIC, AU

Assist with mail handling, document execution and retrieval, and property and insurance management within the broader Trustee Wealth Services (TWS) business. Manage and deliver financial, investment, and...

from: careerone.com.au - More than 30 days ago