Billing Officer

Details of the offer

Brisbane, Queensland 4000, Australia • Full-timeDescriptionAre you ready to take on a pivotal role in our dynamic Treasury team? Morgans is seeking an individual with a keen eye for detail to join us as a Billing Officer.About MorgansMorgans is Australia's largest full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity.The OpportunityAs Billing Officer, you will play an essential part in ensuring the accurate setup of Wealth+ accounts for fees. Additionally, you'll be at the forefront of executing precise monthly and quarterly billing runs, ensuring the timely payment of Adviser commissions. Join us in making every detail count!What you will be doingEnsuring all new accounts are set up as per Fee SchedulesProcessing fee schedule changes and adjustments for existing clientsScheduling monthly and quarterly billing runs and validating the output prior to collection of fees from client accountsProcessing Wealth+ Adviser commission payments and assisting with related queriesProviding support to the broader Treasury team as requiredWhat you will bringA basic understanding of Portfolio Management principles and processesStrong computer skills, including MS Word and ExcelExcellent analytical and problem-solving skillsStrong interpersonal skillsAbility to manage priorities and meet deadlines in a dynamic, fast-paced environmentWhy Join Morgans?Eligible to participate in bonus schemeLearning and development opportunities including Morgans' Mentoring programDiscounted financial services, health care, gym memberships & morePositive impact on the community through the Morgans Foundation and paid volunteer daysYes, I want to apply!If you are interested in this role and would like to join the Morgans team, please click apply and submit your cover letter and resume.We believe in creating opportunities for everyone and welcome applications from people with diverse backgrounds and experiences. We can't wait to hear from you!
#J-18808-Ljbffr


Nominal Salary: To be agreed

Source: Whatjobs_Ppc

Job Function:

Requirements

Parmalat Australia Ltd | Tax Accountant

Permanent full-time position in a Global FMCG business Dynamic work scope that allows room to grow and apply improvements Collaborative and supportive work e...


Parmalat Australia Ltd - Queensland

Published 13 days ago

Minchin Recruitment Pty Ltd | Intermediate Accountant

10th October, 2024 We have partnered with a contemporary accounting firm based in Ascot to find their next Intermediate Accountant. This well-established fi...


Minchin Recruitment Pty Ltd - Queensland

Published 13 days ago

Jack Link'S, Llc | Sr Cost Accountant

When it comes to being wild, we know a thing or two. We're not afraid of trying something new or the hard work it takes to make it happen. It's in our DNA. W...


Jack Link'S, Llc - Queensland

Published 13 days ago

Burning Glass Technologies | Senior Accountant Northern Suburbs Up To $110K + Super | Queensland

SENIOR ACCOUNTANT NORTHERN SUBURBS UP TO $100 K + SUPERWELL ESTABLISHED FIRM BASED IN THE NORTHERN SUBURBSGREAT SYSTEMS, PROCESSES AND STRUCTURES IN PLACEAMA...


Burning Glass Technologies - Queensland

Published 13 days ago

Built at: 2024-12-23T07:55:13.976Z