Portfolio Administrator

Wilsons Advisory is a distinguished financial services firm with a history spanning over 125 years. Today, we have significant capabilities in private wealth management, corporate finance, equity research, investment strategy, and institutional sales. We promote a culture that fosters innovation and collaboration while creating an environment that provides flexibility, respect and support. We are committed to an inclusive and diverse workplace. We have an aligned leadership team with an ambitious business strategy.

Role

We are seeking a Portfolio Administrator to join our IMS team in our Brisbane office.

This is an exciting opportunity to work within a dynamic team dedicated to delivering superior investment management services to our clients.

Key Responsibilities

• Processing client applications in a timely and accurate manner
• Reconciliation of client holdings, income and expenses, cash receipts and payments, moneymarket,...