Wealth+ Reconciliations Officer

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 embark on an exciting opportunity as a Wealth+ Reconciliations Officer within our Client Support Services team? We’re on the lookout for a proactive, detail-oriented individual to identify and resolve reconciliation issues, working alongside our operational teams to ensure client portfolios accurately record security and cash balances.

Benefits

• Eligible to participate in bonus scheme
• Learning and development opportunities including Morgans’ Mentoring program
• Discounted financial services, health care, gym memberships & more
• Positive impact on the community through the Morgans’ Foundation and paid volunteer days

What you will be doing

• Reconcile listed Australian shares and Cash Management Accounts
• Liaise with the branch network and internal teams on transaction processing and discrepancy resolution
• Update client portfolio transaction data to ensure completeness and resolve adviser network queries
• Provide advisers and support staff with professional, timely service for queries and requests
• Identify reconciliation issues and work with operational teams to resolve them, ensuring client portfolios accurately record security and cash balances

What you will bring

• Motivated and enthusiastic to drive optimal outcomes
• Strong time management and task prioritisation skills
• High level of attention to detail
• Excellent analytical and problem-solving skills
• Excellent communication skills
• Ability to adapt to new systems and processes
• Advanced computer skills, particularly MS Excel
• Broad understanding of Portfolio Management principles and processes
• Experience in the financial services sector and portfolio management functions such as transaction processing (advantageous)

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!