Portfolio Administration Officer

AI Job Summary
Experience preparing and managing FATCA and W8-BEN documentation.
Advanced computer skills, particularly in MS Excel.
Clear and effective written and verbal communication skills.
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Role Type
On-site • Permanent • Full-time • Entry Level
Description
About Morgans

Morgans is Australia’s most respected full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity.

The Opportunity

Are you ready to take on an exciting opportunity as a Portfolio Administration Officer? We are seeking a motivated and detail-oriented individual to join our Client Support Services team, delivering high-quality support to both our branch network and Brisbane Head Office. In this role, you will play a key part in maintaining accurate client portfolio records and ensuring exceptional service for our Wealth+ product.

What you will be doing

Prepare and manage FATCA and W8-BEN documentation
Maintain accurate records of foreign clients’ tax information
Process electronic data for portfolio and record management
Liaise with advisers to support client portfolio requirements
Engage with external providers and share registries
Assist with SRN conversions and Broker-to-Broker transfers
Update and maintain cost base information
Provide support to associated teams with ad-hoc administrative tasks
What you will bring

Strong motivation and enthusiasm to deliver optimal outcomes
Excellent time management and prioritisation skills
High level of attention to detail and accuracy
Strong analytical and problem-solving abilities
Clear and effective written and verbal communication skills
Ability to adapt to new systems and processes
Advanced computer skills, particularly in MS Excel
Broad understanding of securities, including HIN and SRN
Yes, I want to apply!

If you are interested in this role and would like to join the Morgans’ team, please click apply and submit your cover letter and resume! We believe in creating opportunities for everyone and welcome applications from people with diverse backgrounds and experiences. We can’t wait to hear from you!