Investments Administrator - Banking and Financial Services Group

Investments Administrator

The Macquarie Banking and Financial Services (BFS) - Service Sales Centre & Operations division provides a consistent, yet specialised client experience for a range of client types. Our scalable business model is designed to provide the highest level of service for products such as cash, term deposits, money market, wrap, super, insurance, broking, business banking and mortgages.

What is the role?

You will be working on the Private Bank platform which provides wealth management services to high net-worth clients.

In this role you will be involved in completing a broad range of administration tasks for the Private Bank platform covering; investment settlement in local and foreign markets, income accrual and payment, reconciliations, reporting and support for Client / Private Banker requests.

The role offers significant variety and will suit those who are looking to develop specialised knowledge in a broad set of operational functions.  You will be working in a specialised operational team environment that includes chartered accountants and post graduate qualifications, that is necessarily designed to provide exceptional client experience.

  • Complete investment settlements for AUD and non-AUD denominated securities.
  • Liaise with internal and external stakeholders on the progress of key service requests
  • Complete asset transfers, corporate actions, income payments and bulk client portfolio reporting.
  • Work as a team-player in an agile, activity-based work environment – with a strong focus on client experience

What we're looking for:

Someone who has a track-record of high performance within an operational, client-service role within Financial Services.

  • Eager to tackle a varied role with the opportunity to develop skills and knowledge of investment markets and platform services.
  • RG 146/PS 146 compliance is desirable.
  • Highly articulate with strong verbal and written communication skills.
  • A proven ability to build and maintain stakeholder relationships.
  • Problem -solving and decision making skills.
  • Upper-intermediate knowledge of MS Office software

About us:

Banking and Financial Services Group comprises Macquarie's retail banking and financial services businesses, providing a diverse range of personal banking, wealth management and business banking products and services to retail customers, advisers, brokers and business clients. 

Find out more about Macquarie careers at

Macquarie understands the importance of diversity and inclusion - our long history of success has come from being different. At Macquarie we value the innovation and creativity that diversity of thought brings. The one thing we all have in common is our focus on high performance. If you're capable, motivated and can deliver, we want you on our team.

We facilitate a range of flexible working arrangements within our teams. Talk to us about what flexibility is available.

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