Your responsibilities will include:

• Supporting the onboarding and establishment of new client investment portfolios.
• Coordinating asset transfers and portfolio transitions between investment platforms, brokers and custodians.
• Processing managed fund transactions, including applications, redemptions and distributions.
• Maintaining accurate portfolio records, investment data and account information.
• Completing cash and investment reconciliations and investigating discrepancies.
• Assisting with portfolio reporting and responding to adviser and stakeholder enquiries.
• Identifying opportunities to improve processes, controls and operational efficiencies.

About You

We're keen to speak with candidates from a variety of backgrounds, including:

• Portfolio administration, investment operations or fund administration.
• Wealth management, superannuation, custody or investment platforms.
• Accounting or finance roles, particularly those looking to transition into investment-related work.
• Broader financial services operations or client services.
• Finance, Commerce or Economics graduates with a genuine interest in financial markets.

You'll bring strong organisational skills, attention to detail, confidence working with numbers and the ability to communicate effectively with different stakeholders.

Previous investment administration experience will be highly regarded, but it's certainly not essential. Training and support will be provided for someone with the right attitude and transferable skills.

• Why Consider This Opportunity?Excellent team culture: Join a supportive, experienced team with strong tenure and a collaborative working environment.
• Exciting business growth: Be part of an established financial services group continuing to invest in and grow its wealth management operations.
• Career development: Build valuable technical knowledge across investments, financial markets and portfolio administration.
• Variety and exposure: Work closely with advisers, portfolio managers and other investment professionals.
• Long-term opportunity: Join a business that values its people, supports professional development and offers genuine career pathways.

This is an opportunity that could suit someone looking to establish themselves in wealth management, make a considered career pivot or continue developing an existing career in investment and portfolio operations.

• To learn more, please apply or contact Haydn Furness at Perigon Group for a confidential discussion. ••••@perigongroup.com.au

Your responsibilities will include:

• Supporting the onboarding and establishment of new client investment portfolios.
• Coordinating asset transfers and portfolio transitions between investment platforms, brokers and custodians.
• Processing managed fund transactions, including applications, redemptions and distributions.
• Maintaining accurate portfolio records, investment data and account information.
• Completing cash and investment reconciliations and investigating discrepancies.
• Assisting with portfolio reporting and responding to adviser and stakeholder enquiries.
• Identifying opportunities to improve processes, controls and operational efficiencies.

About You

We're keen to speak with candidates from a variety of backgrounds, including:

• Portfolio administration, investment operations or fund administration.
• Wealth management, superannuation, custody or investment platforms.
• Accounting or finance roles, particularly those looking to transition into investment-related work.
• Broader financial services operations or client services.
• Finance, Commerce or Economics graduates with a genuine interest in financial markets.

You'll bring strong organisational skills, attention to detail, confidence working with numbers and the ability to communicate effectively with different stakeholders.

Previous investment administration experience will be highly regarded, but it's certainly not essential. Training and support will be provided for someone with the right attitude and transferable skills.

• Why Consider This Opportunity?Excellent team culture: Join a supportive, experienced team with strong tenure and a collaborative working environment.
• Exciting business growth: Be part of an established financial services group continuing to invest in and grow its wealth management operations.
• Career development: Build valuable technical knowledge across investments, financial markets and portfolio administration.
• Variety and exposure: Work closely with advisers, portfolio managers and other investment professionals.
• Long-term opportunity: Join a business that values its people, supports professional development and offers genuine career pathways.

This is an opportunity that could suit someone looking to establish themselves in wealth management, make a considered career pivot or continue developing an existing career in investment and portfolio operations.

• To learn more, please apply or contact Haydn Furness at Perigon Group for a confidential discussion. ••••@perigongroup.com.au