Our client is a leading wealth management firm seeking an Operations Analyst for a long dated contract.

The team responsible for supporting client onboarding, deceased estates processing, CHESS Sponsorship and intermediary/external planner functions for the Australia Wealth Management business. The role will be part of a team who support both local and overseas teams relating to the onboarding and ongoing maintenance of client accounts and data integrity. The candidate should have sound trade life-cycle knowledge, and experience in a similar role within the wealth management sector.

Responsibilities:

• Ensuring all daily processes and SLAs are met within applicable timeframes
• Manage day to day BAU in line with team objectives and regulatory requirements
• Identifying process improvements
• Maintaining a culture of high performance and excellent service for both internal and external clients
• Contribute to additional administration projects as requested by management
• Provide exceptional client service support to internal and external clients alike
• Liaise with various departments across the wealth management business
• Deceased Estates processing
• Chess Sponsorship
• Intermediary & External Planner administration

Key Competencies and skills:

• Desirable tertiary qualification in Finance, Commerce.
• Minimum 2 years financial markets experience.
• Understanding of regulatory rules and how they apply to the business
• Previous experience within similar Wealth Management role would be highly regarded.
• Experience in the production of procedure writing documents, spreadsheets
• Understanding of the various legislation and regulations within the financial services industry (AML, FATCA and CRS requirements)

The ideal candidate will have 2+ years’ experience in financial markets, ideally with direct experience in wealth management operations.