Settlements Officer – Treasury

About Morgans

Morgans is Australia’s most respected 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.

About the role

Join Morgans as a Settlements Officer on a 12-month contract! This role will play a pivotal part in ensuring the seamless execution of financial transactions within our Treasury team. The ideal candidate will have a keen eye for detail and a commitment to maintaining the highest standards of accuracy and efficiency.

Benefits

• Learning and development opportunities including Morgans’ Mentoring program
• Eligible to participate in bonus scheme
• Paid volunteer leave and donation matching

What you will be doing

• Processing cash products – new account applications, deposits & withdrawals, periodic payments, term deposit processing, bond settlements and coupon payments
• Processing Payments, cash journals and reconciliations, and reporting of these payments within Morgans’ systems
• Processing of daily payment files using banking software
• Building relationships with external providers such as banks and deposit takers whilst providing quality service to our clients
• General assistance and back up to others within the Treasury team as required

What you will bring

• Strong attention to detail to ensure accurate processing
• Good problem-solving skills
• Sound communication skills
• Ability to work autonomously and within a team environment
• Self-motivated and ability to meet deadlines
• Sound prioritisation and problem-solving skills

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. The successful candidate must have permanent work rights in Australia. 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!