Settlements Officer
Shortlist Recruitment
About the Job
- Specialist fixed interest securities broker - diverse products/clientele
- Responsible for Processing / Settlement functions
- Financial Services/Banking Industry settlements experience preferred
Company
This company is a boutique Fixed Interest Securities broker, specialising in cash deposits, bank bills, government, corporate and bank bonds, negotiable certificates of deposits, debentures and hybrids. Its clients include government organisations, charities, associations, financial planners, intermediaries, small to mid-size companies and direct customers such as individuals and self-managed super funds.
They have acquired an outstanding reputation for their expert professional advice in all facets of the fixed interest markets, enabling them to provide guidance to sophisticated investors on the development of their fixed income portfolio.
Ancillary services include order execution, valuation and market commentaries and domestic and international settlements. They are seeking an experienced Settlements Officer to join their team in the Brisbane CBD.
Role
Reporting to the CEO, the role carries responsibility for the processing and settlement functions as well as some accounts and administration duties. Naturally you will be working closely with and supporting the dealing team as you undertake the following specific tasks:
- Ensuring the timely, accurate settlement of transactions
- Maintaining the deal registration process and database management
- Responding to and resolving clearing/settlement issues and queries
- Ensuring operational procedures and controls are updated
- Liaising with internal and external business clients
- Effectively working to deadlines
- Prioritising your workload
Candidate
The ideal candidate will have experience in a settlements function in the financial services or banking industry. Supporting that experience should be sound administrative and organisational skills that enable you to meet deadlines, coupled with strong attention to detail, accuracy and a multi-tasking approach.
Relevant financial services qualifications would be a plus, but are not essential. Given constant interaction with internal and external stakeholders, well-developed interpersonal skills are also important. The ability to work autonomously when required is vital, but needs to be consistent with a team player attitude.
Intermediate MS Office capability, particularly with Excel and Word, is essential for success in the role.
Salary
Remuneration comprises an attractive package for the right person. It is negotiable and will be based on the experience and capability of the successful candidate.
Apply
Candidates whose applications most closely match the selection criteria will be contacted to arrange an initial interview.
