Nov 08, 2021

Registry Officer - Funds Management (12 month fixed term)

  • Bendigo and Adelaide Bank
  • Melbourne VIC, Australia
Customer Service

Job Description

We have a clear strategy and important work in place to become Australia's bank of choice. Our values of teamwork, integrity, performance, engagement, leadership and passion are at the core of who we are and form the expectation of the behaviours we adopt every day.

Sandhurst Trustees is a wholly owned subsidiary of Bendigo and Adelaide Bank (the Bank) and a highly regarded financial services provider and part of Bendigo and Adelaide Bank's wealth management arm. It is a full-service wealth manager offering managed funds, superannuation, commercial loans, access to funeral bonds, and the provision of corporate trustee and custodial services.

The Registry Team resides in the Funds Management division of Sandhurst Trustees Ltd and form part of a dynamic team responsible for the provision of managed funds, superannuation and investment solutions to its customers.

About the role

Reporting to the Registry Manager, as Registry Officer you will be responsible for supporting internal and external customers including investors, branch staff and advisors with Managed Fund queries as well as the processing of a variety of administration tasks. This is a hybrid customer service and back office focused opportunity. 

Key accountabilities include:

  • Managing queries and requests from internal and external customers in relation to managed funds via inbound phone calls and emails and ensuring information is provided in an accurate and in timely manner
  • Processing of Managed Funds applications, redemptions, transfers, switches and maintenance of customer accounts ensuring completion in an accurate and timely manner
  • Ensuing all communication to customers including transaction statements are accurate
  • Support the team and broader group on other special projects as directed

This a 12 month fixed term opportunity and the successful candidate will be offered comprehensive one to one training and support. You must be available to work full time located at the Docklands Melbourne Office.

About you

To be successful you will have:

  • Strong attention to detail with high levels of accuracy
  • Excellent communication skills both written and verbal
  • Driven disposition with a keen willingness to learn in an enthusiastic manner
  • Strong focus on customer and client services  
  • Intermediate level of computer literacy including Microsoft Excel
  • Experience in a Registry or Operations role within Funds Management advantageous
  • Knowledge and or experience in Managed Funds or Financial Markets highly desirable
  • Tertiary qualifications in Commerce, Finance, Banking or similar viewed favourably but not mandatory

What we offer

  • Comprehensive one on one training and be part of a dynamic and supportive team
  • As part of a national organisation we can offer exciting opportunities within the broader Bendigo and Adelaide Bank Group
  • Competitive remuneration package
  • A range of staff benefits including discounts on bank products and services, purchased leave options, excellent learning and development programs

At Bendigo and Adelaide Bank we believe a diverse workforce supported by an inclusive culture is central to our success and we actively encourage applications from those who bring diversity of thought to our business. We support candidate requests for adjustment to accommodate an illness, injury or disability to equitably participate in the selection process.

How to apply

If you are interested in this opportunity, please apply online with your CV.

For further information please find enclosed a Position Description for this opportunity. Download File Registry Officer - PD.pdf

Applications close COB Monday 22nd November 2021