Portfolio Manager Assistant

4 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia FNZ Full time

We are seeking an experienced Portfolio Manager Assistant to join our Client Experience team in Australia. In this role, you will be responsible for supporting the delivery of high-quality fund administration and client services to both new and existing clients, advisers, and product owners.

Your primary responsibilities will include efficiently handling day-to-day admin tasks, such as opening and maintaining client accounts, managing contributions and rollovers, handling pension commencements and payments, processing insurance premiums and benefits, and reviewing other administrators' work.

You will also be responsible for addressing customer inquiries through various channels, ensuring their satisfaction. Additionally, you will manage your workload in a fast-paced environment, ensuring work items are completed within agreed Service Level Agreements and Key Performance Indicators.

As a collaborative team player, you will work closely with other departments to promptly address customer queries and issues, serving as an escalation point and assisting the Senior Manager as needed. You will also receive training in various disciplines with regular assessments to measure competency and output quality.

We are looking for a highly organized and motivated individual with excellent communication skills, who can provide exceptional customer service and support. Strong problem-solving skills, computer literacy, and attention to detail are essential for this role.

The ideal candidate will have a minimum of 2 years of experience in fund administration or related fields, with a strong understanding of legislation and company procedures. They will be able to handle high volume workloads and perform in demanding situations from time to time. A willingness to adapt to change and perform above and beyond the call of duty is also essential.



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