Portfolio Administration Officer

Job description

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 tas...