Jayne B. Email & Phone Number

Perth, Australia

Perth, Australia

Perth, Australia

Distribute new account documents and required notifications to clients & review for accuracy and completeness, including input of client banking details.Arrange and assist with ongoing client administration.Authorise, access and respond to client queries via WebsiteCoordinate Initial Public Offering allocations and applicable client documentation.Liaise with back office and share registries regarding client and Financial Adviser enquiries.Coordinate client meetings, seminars, conferences and presentations.Process and monitor stock settlements, including follow up with clients for outstanding of funds.Participate in department cross-training as required.Comply with the ethical standards contained in the Company Code of Conduct.Adhere to firm policies and procedures, regulatory and legislative requirements.Ability to maintain files.Well developed IT literacy, database and analytical skills.Knowledge of financial markets and financial planning industry.Understanding of compliance and legal requirements within the Finance Industry.

Perth, Australia

Provide customer service to members, clients and employers of the Fund.To ensure all queries received via phone, email and online accounts are answered within service levels with accurate and general information provided.Ensure all benefit payment documents are checked and certified identification is verified and meets legislative requirements before processing.Ensure contributions received from employers and members are processed within service levels and in line with regulatory requirements.Reconcile excel contribution files from Local Government Employers in order to allocate member's contributions.Allocation and reconciling of member's Roll-ins.Processing updates and changes to member's investment options.Keeping up to date with relevant legislation with Superannuation via ongoing training.

Perth, Australia

Contract jobProcessing Broker Transfers, Conversions, Off Market TransfersSettle Buy & Sell Trades to meet daily CHESS settlement obligationsProcessing & Finalising Deceased EstatesRecord Keeping, filing, reporting & reconcilliations as requiredUpdate & report statistical informationInvestigate, resolve & respond to queries & requests from other departmentsAdvise & support other team members

Perth, Australia

Perth, Australia

Perth, Australia

New Client Account openingTrade BookingsPortfolio managementReception duties

Securities & Managed Investments (Rg146)

Certificate Iv In Financial Services (Superannuation)