Settlements Manager
vor 3 Wochen
Add expected salary to your profile for insights
- Oversee Middle Office Operations Team | Support local & interstate desks
About the Company
Taylor Collison is a leading investment firm renowned for their personalised service and strategic insights to their clients across Australia and globally. With a proud history dating back to 1928, Taylor Collison fosters a collaborative environment where your skills flourish, offering unparalleled opportunities for growth and impact in the finance industry.
About the Role
As the Settlements Manager, you will report to the Chief Financial Officer and will be responsible for managing and working as part of the Middle Office Operations Team to support the Adelaide and Sydney dealing desks.
Duties
- Oversee and manage all settlements teams
- Responsible for daily retail and institutional settlements
- Book all daily trading via the Summit system
- Managing account opening of wholesale clients
- Manage and oversee compliance processes
Skills & Experience
- Prior experience in financial service workplace is required
- Strong attention to detail and ability to comply with regulatory rules and obligations
- Strong communication and listening skills and be team focused
- Excellent time management and prioritisation skills
- Strong computer literacy, particularly Microsoft Office
How to Apply
Click APPLY to submit your application including cover letter and CV in one document in Microsoft Word only. Applications can be addressed to Joanna Slaven quoting reference numberJO-2502-10412 Telephone enquiries are welcome on(08) 8100 8851 .
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