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Mailroom and Administration Officer - Financial Services firm

Job description

The Client:

My client is a Melbourne based financial services firm who partner with a diverse range of clients. They have an extremely low turnover due to the supportive and positive working environment and they are rapidly establishing themselves as a market leader and as a business which can offer excellent, long term career prospects. The past few years have seen consistent growth and, as a result, they have a newly created role within their highly regarded fund administration team.

This is an exceptional opportunity to develop your career with a market leader and with a business who are committed to supporting personal and professional growth.

The Role

This role will be onsite and work closely with the Melbourne Transfer Agency team. The candidate will be responsible for:

  • Management/handling and accurate sorting and distribution of inbound & outbound mail.
  • Maintaining documentation such as procedures and checklists.
  • Scanning of incoming documentation into the processing system.
  • Batching, archiving and retrieval of archived records.
  • Processing of agreed tasks such as new investor accounts and static data changes.


About You

  • Excellent time management, administrative, and organisational skills.
  • Respect, sensitivity and confidentiality of information handled.
  • Ability to demonstrate initiative, flexibility, and reliability.
  • The ability to work autonomously and as part of a team to ensure tasks are completed.
  • Professional presentation to work in a corporate environment.
  • Attention to detail.
  • Experience operating digital production printers & copiers scanners, fax machines and other general office equipment.

If you would like to be considered for this role, please apply ASAP and I will get back to you with feedback in due course.

Julian Soames
Principal Consultant - Banking & Financial Services