Associate – Portfolio Services
Melbourne | Full Time Opportunity
Canaccord Genuity is one of Australia’s leading Capital Markets and Wealth Management firms, operating in the fast-paced world of financial services. As part of a global network spanning five continents, we combine local expertise with international reach to deliver exceptional outcomes for our clients.
In Australia, we employ more than 500 professionals across 12 offices and are committed to fostering a collaborative, high-performing and inclusive workplace where our people can thrive.
About the Role
We are looking for a motivated and detail-oriented individual to join our Platform Services team in Melbourne.
This is an excellent opportunity for someone looking to build a long-term career in financial services. Whether you’re an early-career professional with industry experience or a recent graduate with a strong interest in investments and financial markets, you’ll receive hands-on training and exposure to a wide range of wealth management activities.
You’ll play a key role in supporting Accolade, Canaccord Genuity’s in-house portfolio administration service, which administers more than 4,400 client accounts and approximately $7.5 billion in funds under management.
Working at the centre of our Wealth Management business, you’ll partner with Advisers, Portfolio Managers, fund managers, custodians and other key stakeholders to support the onboarding, administration and ongoing management of client portfolios.
This role offers valuable exposure to investment products, portfolio administration and financial markets, providing an excellent foundation for future career opportunities within wealth management.
More than a traditional administration role, you’ll be trusted to solve problems, improve processes, support business growth and help deliver an exceptional experience for both clients and advisers. If you enjoy learning, working collaboratively and taking ownership of your work, we’d love to hear from you.
Key Responsibilities
- Managing the onboarding and establishment of new client portfolios, including account
setup, asset transfers and portfolio implementation.
- Coordinating portfolio transitions from external brokers, custodians and investment
platforms.
- Administering managed fund transactions, including applications, redemptions and distribution
processing.
- Maintaining portfolio data, account records and cost base information to ensure accuracy
and integrity.
- Performing daily cash and stock reconciliations and investigating exceptions.
- Responding to portfolio, transaction and account-related enquiries from advisers and other
stakeholders.
- Supporting the preparation of client reporting, including quarterly, ad hoc and
end-of-financial-year reporting.
- Managing account closures and client offboarding activities.
- Building strong relationships with internal and external stakeholders to support
efficient service delivery.
- Identifying opportunities to streamline processes, enhance controls and improve the overall
client and adviser experience.
- Developing a strong understanding of our products, systems and operational processes,
together with the associated risks and obligations.
About you:
We’re looking for a highly organised and proactive individual who enjoys working in a fast-paced environment and takes pride in delivering accurate, high-quality outcomes.
You may already have experience in financial services, portfolio administration or client services. Equally, you may be a recent graduate looking for an opportunity to learn from experienced professionals and establish your career within a leading wealth management business.
You’ll ideally have:
- A degree in Finance, Commerce, Business, Economics or a related discipline.
- An interest in financial markets, investments and wealth management.
- Strong attention to detail and a commitment to accuracy.
- Excellent organisational and time management skills.
- Strong written and verbal communication skills.
- The ability to solve problems, think critically and take initiative.
- Sound knowledge of financial markets, investment products or managed funds administration.
- Intermediate to advanced Microsoft Office skills, particularly Excel.
Experience in portfolio administration, financial services or client service environments
will be highly regarded.
Why Join Canaccord Genuity?
At Canaccord Genuity, our people are our greatest asset. We are committed to creating an environment where individuals can build rewarding careers, contribute meaningfully and be recognised for their achievements.
Some of our benefits include:
- Structured onboarding, training and development opportunities.
- Career progression within a growing national and global organisation.
- Exposure to a broad range of wealth management products and networks.
- Paid parental leave and volunteer leave.
- Employee Assistance Program.
- Gym membership subsidies and wellbeing initiatives.
- Access to a global business operating across five continents.
Canaccord Genuity is an endorsed employer for women. Learn more about our employee
benefits and policies through our Work180 profile: https://work180.com/en-au/for-women/employer/canaccord-genuity
Our Values
Our people are expected to embody our core values of being Aligned, Accountable,
Approachable and Agile. These values guide how we work, collaborate and support one another every day, and are fundamental to our continued success.
Apply Now
If you’re looking for an opportunity to build your career in wealth management, while working
with a collaborative team in a dynamic and growing business, we’d love to hear from you.
Canaccord Genuity provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.
