Wealth Management Operations Analyst – initial 6-month contract
Apply for this Job →Location: Melbourne
Salary description: $70k - $85k + super paid on an hourly basis
- $50-100k AUD Equivalent
- Contract or Temporary
- 3 to 7 years of experience
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.