Manager - Client Investment Operations - Brisbane, Australia - Public Trust Office

Public Trust Office

Verified Company

Brisbane, Australia

1 week ago

Posted by:

Olivia Brown

beBee Recruiter

Description

This position operates within Financial Services Customer, Client Investment Operations Sub-Program which provides advice and investment options for the Public Trustee and its customers.

The specific role will be to manage the activities associated with the implementation of recommendations of Statements of Advice, the administration of superannuation holdings, and client investments outside of the Common Fund.

Mandatory/Desirable requirements
Relevant tertiary qualifications or RG146 will be well considered.

Your key responsibilities include:

Lead, manage, support and monitor the performance of staff in accordance with legislative requirements, contemporary Human Resource practices, Government Directives, principles and office policies.
Manage the implementation of recommendations of Statements of Advice, and of recommendations conducted internally, in accordance with office policies and procedures.
Manage the administration of the client's investment holdings, including direct equities, fixed interest securities, external managed funds, and superannuation funds.
Manage investment related information systems and associated internal controls.
Ownership of the internal control and operational risk environments of the Investment Administration functions including Client Investments
Ownership of key operational relationships with third party providers and management of service level agreements, for example, stockbrokers and superannuation service providers
Contributing to a positive and safe work environment by modelling conduct that is culturally capable, inclusive, respectful, and ethical
Keeping yourself and others safe and well
Other duties as required.

How to apply
If you are interested in working with us, please provide the following information to help us assess your suitability:

Your current resume, including a comprehensive employment history and any relevant qualifications and professional certifications you hold.
A cover letter (no more than two pages) outlining recent examples of your ability to demonstrate the 'Key capabilities' required to perform the 'Key responsibilities' of the role, as outlined above.
Contact details for two referees. At least one referee should have thorough knowledge of your conduct and performance within the previous two years. If you are a current or previous public service employee, please nominate a referee who can report on your public service employment.
Details of any visa conditions if you are not an Australian citizen or do not have permanent residency status.

This work is licensed under a Creative Commons Attribution 3.0 Australia License.