Financial Systems Administrator
AppspaceFull Time
Mid-level (3 to 4 years)
Candidates must hold a Bachelor's degree in a related field such as Commerce or Finance, and possess at least three years of prior experience in Australian financial planning. Experience with portfolio management and investments is required, as is familiarity with SMSF investment strategies. Xplan experience is considered advantageous, and attention to detail and multitasking skills are essential.
The Portfolio Admin Officer will monitor client investment portfolios to ensure alignment with recommended asset allocations, prepare recommendations for advisers regarding portfolio adjustments, and maintain accurate records of advice. They will also be responsible for preparing quarterly and annual client performance reports, developing SMSF investment strategies, liaising with product providers and investment platforms, updating client records in a Work in Progress log/CRM tool, reconciling fees and commissions, and providing administrative support to clients.
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