Settlements Officer

Bell Direct; Melbourne; On-site; AUD 60,000 - 90,000; Full time

Benefits offered by this job

Permanent full-time role

Professional development and career成长

Mentorship from experienced team

Modern Melbourne CBD office

Job summary

Bell Direct is seeking a motivated Settlements / Capital Raising and Term Deposits Officer to join our Melbourne team. This role offers hands-on experience across settlements, payments control and capital raisings within a leading Australian financial services business.

The ideal candidate is a recent graduate in business, finance, economics, or commerce or has up to 3 years of administration experience, with strong attention to detail and proficiency in Excel, Word and Outlook.

Qualifications

• Recent graduates from business, finance, economics, commerce or related disciplines are preferred.
• Candidates with up to 3 years of administration experience are welcome.
• Strong attention to detail and high accuracy are essential.
• Excellent communication and client service skills are required.
• Proficient in Excel, Word and Outlook and able to follow processes.

Responsibilities

• Build and maintain relationships with back-office teams and third-party providers.
• Provide regular updates to management on payment status and outstanding items.
• Manage capital raising bookings and associated settlement functionality.
• Maintain compliance filing and prepare capital raising summaries.
• Prepare and manage term deposit instructions, maturities and new applications.
• Support ad hoc projects as needed.

Skills

Attention to detail

Accuracy

Communication skills

Team oriented

Deadline driven

Process adherence

Education

Bachelor's degree in business/finance/economics/commerce or related discipline

Tools

Excel

Word

Outlook

Job description

Bell Direct (Third Party Platform Pty Ltd) is a leading Australian provider of trading and investment services. A wholly owned subsidiary of the Bell Financial Group (ASX: BFG), powered by our own proprietary technology, we offer a range of trading solutions, both B2C and B2B, spanning the spectrum of Australian wealth management.

Kick-start your career in financial services with Bell Direct.

Are you a recent graduate looking to build a long-term career in financial markets and operations? Bell Direct is seeking a motivated and detail-oriented Settlements / Capital Raising and Term Deposits Officer to join our Melbourne team.

This is an excellent opportunity to gain hands-on experience across settlements, payments control and capital raisings while working alongside experienced professionals in a leading Australian financial services business.

Key Responsibilities

Reporting to the Operations Manager, you will play an important role in supporting the integrity and efficiency of our operations. Your responsibilities will include:

• Build and maintain strong working relationships with other back-office teams and third-party providers


• Provide regular updates to management on payment status and outstanding items


• Manage capital raising bookings and associated settlement functions


• Maintain compliance filing and prepare capital raising summaries


• Prepare and manage term deposit instructions, including maturities and new applications, liaising closely with our intermediary service provider


• Support ad hoc projects as needed.

Key Requirements

We're interested in recent graduates from business, finance, economics, commerce or related disciplines, as well as candidates with up to 3 years of administration experience.

You will bring:

• Excellent attention to detail


• A strong focus on achieving a high level of accuracy and on following processes and procedures


• Strong communication and client service skills


• Team orientated


• Capable of meeting strict deadlines and working under pressure


• Proficiency in Excel, Word and Outlook.

What We Offer

At Bell Direct, you'll gain exposure to a broad range of financial markets operations while developing valuable skills that can support a long-term career in financial services.

• A permanent full-time position from day one


• A supportive team environment with experienced mentors


• Exposure to capital markets, settlements and payments operations


• Professional development and career growth opportunities


• Modern offices located in Melbourne's CBD


• The opportunity to work for a respected and established Australian financial services organisation.

Please note only successful candidates will be notified.