Transitions Manager

Melbourne Permanent AU$110,000 - AU$130,000
  • $110,000-130,000
  • ASAP Start

About Our Client

My client is a publicly listed financial services firm based in Melbourne's CBD. The organisation has experienced a high rate of growth in the past 5 years and continues to be a leader and a well-recognised organisation in their industry.

Our client is also recognised for their high-performing, rewarding and flexible culture.

Job Description

Working in the Investment Ops team, the successful applicant will be responsible for the following but not be limited to:

  • Receive & sign off paperwork from new & existing clients (ensuring all correct)
  • Liaise with client when appropriate
  • Prepare and present all transfer forms to Custody team for sign off
  • Prepare data for Custody team to lodge CHESS transfers for ASX securities and calastone transfers
  • Run CHESS reports on CHAMP to confirm transfer of ASX securities
  • Load confirmed ASX and managed fund confirmation to client accounts via CAT
  • Liaise with clients/advisors
  • Liaise with Custody Team, Investor Services, Sales teams
  • Supervision/allocation of UAT Testing
  • Assisting with the recruitment, training and development of staff
  • Other duties as requested by the management team

The Successful Applicant

  • Knowledge and experience in Transitions Management
  • Understanding of platforms and investments (equities, bonds, managed funds, securities etc.)
  • Excellent communication skills
  • Demonstrated knowledge of relevent systems
  • Approachable individual
  • High attention to detail

What's on Offer

  • Competitive Salary
  • Flexibility
  • Growth
  • Leader in their market
Matthew Roberts
Quote job ref
Phone number
+61 3 8640 3144

Job summary

Job Type
Consultant name
Matthew Roberts
Consultant phone
+61 3 8640 3144
Job Reference