Portfolio Administration 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 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

Benefits

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

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!