Asset Administration Specialist
2 weeks ago
Mason Blake is seeking a highly skilled Senior Wealth Planning Assistant to join their dedicated team. This is a unique opportunity for an ambitious professional to make a substantial impact within a respected Asset Management firm.
About the RoleYou will report directly to the Head of Client Services and be responsible for managing client relationships and coordinating account openings. You will work closely with Investment Managers to ensure seamless delivery of services to clients.
Key Responsibilities- Manage client relationships and coordinate account openings.
- Maintain existing client accounts and conduct periodic AML reviews.
- Coordinate with third parties on custodial matters and derivative/FFX account openings.
The ideal candidate will possess a minimum of 2 years' experience in a similar role, demonstrating sound knowledge of asset management company structures. Relevant industry qualifications and experience in private client portfolio administration are highly desirable.
Compensation PackageMason Blake offers a competitive compensation package, including a base salary of $100,000 per annum, plus an attractive bonus structure and opportunities for professional growth. Estimated salary: $100,000 - $130,000 per annum, based on experience and location.
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