A distinguished financial services firm in Queensland is seeking a Portfolio Administrator to join their IMS team in Brisbane. This role involves processing client applications, reconciling holdings, and managing communications for investment portfolios. The ideal candidate will have client services experience, strong attention to detail, and an understanding of regulatory requirements. This full-time position offers a collaborative work environment with a focus on exceptional client outcomes.
Portfolio Administration Specialist – Client Wealth Ops in Brisbane employer: Wilsons Advisory
Wilsons Advisory is an exceptional employer, offering a vibrant work culture in Brisbane that prioritises innovation, collaboration, and inclusivity. Employees benefit from flexible working arrangements, a supportive environment, and ample opportunities for professional growth within a well-established firm with over 125 years of experience in financial services. Joining our team as a Portfolio Administrator means being part of a dynamic group dedicated to delivering outstanding investment management services while fostering your career development.
