Administration Services Officer, PARS Product Admin
HybridSydney, New South Wales, Australia
Job Summary
Deliver outstanding service as a key point of contact for Product Administration enquiries, preparing client correspondence and managing account maintenance requests. Investigate and resolve operational issues while reconstructing historical cost base information to support CGT reporting. Analyse complex data to identify discrepancies, calculate service fees, and manage account closures for MDA compliance. Support quarterly and annual tax reporting processes, liaise with external providers, and partner with Reconciliations and Corporate Actions teams to ensure data integrity. Contribute to process improvement initiatives and regulatory compliance obligations. This role suits someone who thrives in a detail-oriented financial services environment, working independently within a collaborative team.
Required Qualifications
- Experience within the financial services industry
- Strong analytical and problem-solving skills with the ability to interpret data and investigate issues
- Excellent organisational skills with the ability to prioritize competing deadlines
- Strong written and verbal communication skills and the ability to build effective stakeholder relationships
- Ability to work independently while contributing positively to a collaborative team environment
- Intermediate Microsoft Office skills, particularly Outlook, Excel and Word
- A proactive mindset with a focus on continuous improvement and service excellence
Desired Qualifications
- Understanding of Corporate Actions and their impact on cost bases
- Knowledge of various asset classes and portfolio reconstruction
- Experience using Iress IPS
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