Wealth Management Operations
vor 2 Wochen
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. #J-18808-Ljbffr
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Council of the City of Sydney, Österreich Goldman Sachs VollzeitWealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...
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City of Melbourne, Österreich Goldman Sachs VollzeitWealth Management Professional – Melbourne Join to apply for the Private Wealth Management, Wealth Management Professional, Melbourne role at Goldman Sachs. Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide...
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Council of the City of Sydney, Österreich Goldman Sachs Bank AG VollzeitPrivate Wealth Management, Wealth Management Professional, Melbourne location_on Sydney, NSW, Australia Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor‑led wealth management businesses provide financial planning, investment management, banking and...
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Associate, Perpetual Wealth Management
vor 2 Wochen
Council of the City of Sydney, Österreich Perpetual Limited VollzeitAssociate, Perpetual Wealth Management page is loaded## Associate, Perpetual Wealth Managementlocations: Sydneytime type: Full timeposted on: Posted Yesterdayjob requisition id: R8301* More time off for the things that matter - Up to 6 weeks’ leave* Work where we work best - Hybrid office/work-from-home environment* Be an active contributor for your team...
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Officer, Wealth Management Operations
vor 2 Wochen
City of Melbourne, Österreich Standard Chartered VollzeitJOB SUMMARY Wealth Solutions Operation Department (herein “WMO”) is at the heart of Wealth Solutions business and bridges various stakeholders to work as one. The department is responsible to setup the products internally, execute, clear, settle the transactions, and resolve any problems derived from above activities. The department is also accountable...
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Council of the City of Sydney, Österreich Goldman Sachs Group, Inc. Vollzeit2026 | APEJ | Sydney | Wealth Management, Private Wealth Management | Summer Analyst Sydney, NSW, Australia About the program Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelors / graduate degree. You will be fully immersed in our day-to-day activities. As a participant, you will: Attend orientation where...
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Director - Asset & Wealth Management
Vor 5 Tagen
Council of the City of Sydney, Österreich Kapital Consulting VollzeitAdd expected salary to your profile for insights Sydney or Melbourne Permanent Opportunity Asset & Wealth Management About the role We’re working with a high-growth consulting organisation expanding across the Australian investment landscape. They partner with major asset and wealth managers to deliver transformation that actually sticks - not just...
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Operations Manager
vor 2 Wochen
City of Brisbane, Österreich VISIS Private Wealth VollzeitOperations Manager VISIS Private Wealth | Brisbane | Full-Time | $160k–$200k + Bonus Lead the operational heartbeat of a premium professional services firm. VISIS Private Wealth is one of Australia's leading privately owned financial advice firms, delivering holistic wealth management solutions for high-net-worth clients. We are entering an exciting period...
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Operations Manager
vor 2 Wochen
City of Melbourne, Österreich Australian Wealth Solutions VollzeitAustralian Wealth Solutions (AWS) is a boutique financial advice and wealth management firm committed to delivering high-quality, unparalleled service provision to our family groups. We are seeking a detail-oriented Operational Manager to lead and manage our client services, paraplanning, and offshore teams. This role is pivotal in ensuring operational...
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Business Analyst
vor 2 Wochen
Council of the City of Sydney, Österreich Anton Murray Consulting VollzeitSydney Wealth Management Contract or Temporary Leading global Wealth Management firm seeking an experienced Business Analyst with circa 5-8 years BA experience from within the Wealth Management industry for a initial 12m contract The Project Management Team is responsible for managing the transformation agenda of the business by developing strategy and...
