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Fee Analyst - Wealth Management **Advanced Excel is mandatory**

Sydney Permanent View Job Description
Provides critical support in managing fee-related operations within the banking and financial services department. Grow your fintech ops skills in a fast-paced wealth platform
  • Join a growing wealth fintech and build hands-on experience
  • Gain exposure to adviser networks

About Our Client

A fast-growing wealth management fintech helping advisers with portfolio administration, fee processing, and reporting.

Job Description

  • Deliver accurate and timely fee calculations for adviser clients across multiple fee structures
  • Support all aspects of revenue processing, including reconciliations and reporting
  • Maintain and improve fee-related processes and procedures to enhance efficiency and reduce errors
  • Act as a point of contact for internal stakeholders on fee-related matters
  • Collaborate with technology teams to test and implement system changes or automation enhancements
  • Conduct regular audits to validate fee calculations and revenue records
  • Assist with month-end and year-end financial processes, ensuring accuracy in revenue reporting
  • Identify and resolve discrepancies in fee calculations, liaising with internal teams as needed
  • Ensure compliance with company policies and procedures related to fees and revenue management



The Successful Applicant

A successful Fee Analyst should have:

  • Strong analytical and problem-solving skills.
  • Advanced Excel is mandatory
  • Knowledge of financial services, particularly within banking and financial services operations.
  • Proficiency in data analysis tools and financial software.
  • Attention to detail and the ability to ensure data accuracy.
  • Excellent communication and collaboration skills.
  • Ability to manage multiple tasks and meet deadlines.

What's on Offer

  • Permanent role based in the heart of Sydney.
  • Opportunity to work within a leading financial services organisation.
  • Supportive team environment with a focus on professional growth.



If you are an experienced Fee Analyst looking to advance your career in the financial services industry, we encourage you to apply today!

Contact
Chris Hanley
Quote job ref
JN-112025-6880720
Phone number
+61 2 8221 8102

Job summary

Function
Banking & Financial Services
Specialisation
Financial Planning & Wealth Management
Industry
Financial Services
Location
Sydney
Job Type
Permanent
Consultant name
Chris Hanley
Consultant phone
+61 2 8221 8102
Job Reference
JN-112025-6880720

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know. PageGroup acknowledge and pay our respects to the Traditional Custodians of the land we operate on.