en

Services

Australia's leading employers trust us to deliver fast, efficient hiring solutions that are tailored to their exact requirements. Browse our range of bespoke services and resources.

Read more

Contact Us

Truly global and proudly local, we've been serving Australia for over 25 years with offices in Adelaide, Brisbane, Melbourne, Perth, and Sydney.

Get in touch
Jobs

Our industry specialists will listen to your aspirations and share your story with Australia’s most prestigious organisations. Together, let’s write the next chapter of your career.

See all jobs

Exclusive recruitment partners

Explore the opportunities from a range of organisations that exclusively partner with Robert Walters for their hiring needs.

Learn more
Services

Australia's leading employers trust us to deliver fast, efficient hiring solutions that are tailored to their exact requirements. Browse our range of bespoke services and resources.

Read more
About Robert Walters Australia

G'day! For us, recruitment is more than just a job. We understand that behind every opportunity is the chance to make a difference in people's lives.

Learn more

Work for us

Our people are the difference. Hear stories from our people to learn more about a career at Robert Walters Australia

Learn more
Contact Us

Truly global and proudly local, we've been serving Australia for over 25 years with offices in Adelaide, Brisbane, Melbourne, Perth, and Sydney.

Get in touch

Onboarding Associate

Save job

Our client is seeking a dedicated and professional Onboarding Associate to join their dynamic team. This role offers an exciting opportunity to work closely with new Investors and Advisers, ensuring they are efficiently and professionally onboarded. The successful candidate will be responsible for maintaining quality standards, mitigating operational risk, and delivering excellent service to all stakeholders.

What you'll do:

As an Onboarding Associate, you will be entrusted with the responsibility of processing advisor client instructions relevant to establishing a client's investment portfolio. Your role will also involve reconstructing cost histories of client portfolios and assisting with portfolio administration. You will be expected to maintain accuracy while reconciling portfolios across all asset classes. Your commitment to timely completion of annual client tax reports will be crucial. You will also contribute towards system improvements by testing and tracking changes and enhancements. Your ability to develop, document, and maintain day-to-day systems procedures will ensure smooth operations. Lastly, your role will involve maintaining internal and external procedures while handling client onboarding tasks.


What you bring:

  • At least 2 years of experience in the field or in a related area.
  • Experience using investment platforms such as Praemium or IRESS.
  • Intermediate/Advanced Excel skills.
  • Portfolio Administration experience including knowledge of CGT and tax.
  • Customer service focused: committed to providing exceptional customer service across all channels – written, phone and face to face.
  • Communication: the ability to communicate clearly and concisely, varying communication style depending upon the audience.
  • Attention to detail: excellent attention to detail and written skills when communicating with others, both internally and externally.
  • Teamwork: willingness to assist and support others as required and get on with team members.
  • Time management/organisation: accomplish objectives effectively within time frame given in a fast-paced environment whilst maintaining a high level of attention to detail.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Charlotte Nairn on 02 8289 3137 for a confidential discussion.

Contract Type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Operations

Industry: Financial Services

Salary: AUD70,000 - AUD80,000 per annum

Workplace Type: Hybrid

Experience Level: Associate

Location: Sydney

Job Reference: 1955280/001

Date posted: 21 June 2024

Consultant: Charlotte Nairn

I'm Robert Walters Are you?

Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.