Settlements Team Member


Melbourne, VIC

Posted 5/5/2021

  • Permanent Full Time Opportunity
  • Top 4 Reputable Bank
  • CBD Location | Flexible Working Arrangements

Permanent opportunity in a Top 4 Bank for an experienced settlements officer within their trading team!

Your new company
To be successful with this reputable Top 4 Bank you will go above and beyond to achieve great results for the customer, the company and yourself. They are passionate about diversity and inclusion and will guarantee you are a valued member of their community. Their core values include, passion for customers, will to win, be bold, respect for people, and doing the right thing.

Your new role
As a settlements officer your responsibilities will include:

  • Processing trade settlements through the electronic system, data entry of information into their internal systems and databases across different asset classes
  • Checking that documents are within compliance guidelines
  • Daily settlement reconciliation
  • Preparing and reviewing of documents
  • Escalating and following up on unmatched settlements
  • Accurate completion of tasks within SLA's

What you'll need to succeed

You are encouraged to apply for this role if you have the following:

  • Previous experience working in a settlements role within a similar organisation
  • Established problem solving abilities
  • Relevant tertiary qualification in Business, Accounting, Finance or Commerce
  • Demonstrated stockbroking experience - ASX Equities, International Equities and Managed Funds
  • Proven communication skills
  • Demonstrated attention to detail

What you'll get in return
In exchange for your commitment, you will be offered:

  • Extensive internal and career training with a leading bank
  • Work in a collaborative and extensive team with a fantastic network
  • Opportunity to build a rewarding career

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to Kim Nguyen at

SA Licence number : LHS 297508

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