Wealth Management – Operations Analyst / Associate
Apply for this Job →Location: Melbourne
Salary description: AUD $70k - $74k base salary
- $50-100k AUD Equivalent
- Contract or Temporary
- 1 to 3 years of experience
Our client is a well renowned global wealth management firm with a sizeable presence in Melbourne.
They are seeking a sharp, well-spoken candidates ideally with over 2 years’ experience within equity or treasury operations to join their operations team on an initial 12-month contract with view to turn permanent for successful applicants.
Ideally seeking 2-3 years’ experience in financial services Operations – equity or treasury markets
- The team is responsible for equity trade bookings/settlement, Options back end processing and Treasury (cash payments) processing functions.
- Ensuring all daily processes and SLAs are met within applicable timeframes
- Managing escalations by front office and work with offshore team to resolve them.
- Daily settlement of equities and cash
- Assist with escalation of issues and problem resolution
- Assist with projects, including identifying improvements to existing processes to increase efficiencies.
- Assist with escalation as required.
- Work with advisers/associates/vendors to understand systems & reports
- Responsible for queries from advisers/associates/vendors
- Liaison between advisers, associates and third party
Experience in Treasury operations or cash management experience is a plus but not mandatory.