Financial Asset Officer - Part-Time, 12m FTC, Bendigo

State Trustees Limited; Greater Bendigo; Hybride; AUD 60 000 - 75 000; Temps partiel

Avantages offerts par ce poste

Health and well-being programs

Flexible working conditions

Education assistance

Purchased leave

Employee assistance program

Reward and recognition program

Free Will preparation

Employee social club

Résumé du poste

State Trustees Limited in Bendigo invites applications for the Financial Asset Officer role within our Professional Services group. You will administer client assets and implement investment strategies in line with their financial plan.

This part-time, 30.4 hour per week, 12-month fixed term position offers flexible, hybrid work arrangements and the chance to build strong relationships with clients and external partners.

Qualifications

• Experience supporting finance or asset management tasks.
• Understanding of double-entry accounting and reconciliations.
• Basic knowledge of investments and their characteristics.
• Strong verbal and written communication.
• Proficient in MS Excel and business correspondence.
• Attention to detail and solid systems skills.
• Willingness to learn and adapt.
• Diploma in Financial Planning or equivalent is desirable.

Responsabilités

• Administer and act on behalf of clients per financial plan.
• Liaise with internal stakeholders to deliver on commitments.
• Build and maintain relationships with external parties.

Connaissances

Administrative experience

Accounting basics

Investments basics

Communication skills

Excel skills

Attention to detail

Systems skills

Willingness to learn

Formation

Diploma of Financial Planning

Description du poste

State Trustees Limited in Bendigo invites applications for the Financial Asset Officer role within our Professional Services group. You will administer client assets and implement investment strategies in line with their financial plan.

This part-time, 30.4 hour per week, 12-month fixed term position offers flexible, hybrid work arrangements and the chance to build strong relationships with clients and external partners.