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Investment Operations

Exciting opportunity to join this prestigious firm working part of their cash control team monitoring cash movements across clients' accounts

Company Overview

This well established wealth management company based in Melbourne CBD have an exciting opportunity for a financial service professional to join their team. This role will see you working as part of a high performing team responsible for monitoring and following up cash movements on clients accounts.

Key Responsibilities

  • Process cash movements on client accounts
  • Follow up with clients to nominate accounts
  • Handle client enquries
  • Basic reporting and investigation
  • Build strong working relationships with internal and external stakeholders
  • Update and maintain client records

Key Requirements

  • Excellent written and verbal communication skills
  • Previous electronic cash handling experience will be highly regarded
  • Previous in branch or financial service sector
  • Proactive approach and positive outlook
  • Highly organised and excellent attention to detail

To Apply

If you meet the above criteria and this sounds like an opportunity you are interested in exploring further please follow the links below to apply online or contact Hannah Ebers for a confidential discussion.

Apply Now

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Job Summary

Contract or Temp
Banking & Finance
Client Services
Date Listed: