Contract type: FULL_TIME Specialism: Banking & Financial Services Focus: Operations Industry: Financial Services Salary: AUD60,000 - AUD65,000 per annum Location: Sydney FULL_TIME Consultant: Charlotte Nairn Job reference: 1952750/001 Date posted: 12 March 2024 sydney banking-financial-services/operations 2024-03-12 2024-04-11 financial-services Sydney New South Wales AU AUD 60000 65000 65000 YEAR Robert Walters true Our client is seeking a dedicated and detail-oriented Operations Associate. The successful candidate will be responsible for delivering an outstanding client experience, managing investment-related workflows, assisting with portfolio administration, and maintaining day-to-day systems procedures. This role is perfect for someone who thrives in a fast-paced environment and has a strong commitment to providing exceptional administrative service. What you'll do: Deliver an outstanding client experience through effective communication and high-quality service Manage investment-related workflows and orders, including preparation of investment forms and fund transfers Applications, redemptions, transfers, and reconciliations for customer accounts Assist with the administration of portfolios, particularly in problem-solving, administration, and reporting queries Test and track system changes and enhancements to ensure smooth operation Maintain internal and external procedures on an ongoing basisWork collaboratively within the operations team to meet the overall objectives of the company Your attention to detail, excellent communication skills, and ability to work effectively within a team will be key to your success in this role. What you bring: The ideal Operations Associate will bring at least two years of relevant experience in administrative financial services. They will have hands-on experience with investment platforms such as Praemium or IRESS, coupled with intermediate to advanced Excel skills. Their portfolio administration experience will include knowledge of CGT and tax. Above all, they will be customer service-focused, committed to providing exceptional service across all channels. Their excellent attention to detail and written communication skills will enable them to excel in this role. Aboriginal and Torres Strait Islander Peoples are encouraged to apply. To apply please click apply or call Charlotte Nairn on for a confidential discussion. The client is seeking a dedicated and detail-oriented Custody Operations Associate to join the team. This role offers an exciting opportunity to be part of a leading specialist custodian and administration services provider, renowned for its innovative automated solutions for managed funds. The successful candidate will have the chance to work collaboratively with colleagues both locally and in Europe, problem-solving and exceeding client expectations. We are seeking a highly motivated and detail-oriented Investment Operations Associate with a strong background in performance analytics, reporting, and middle office functions on the infrastructure side. The ideal candidate should have prior experience in a custodian role, possess expertise in pricing, fund accounting, performance reporting, and demonstrate proficiency in unit pricing. An exciting opportunity has arisen for a passionate and detail-oriented Custody Operations Associate to join a dynamic Asset Transfers team within a leading specialist custodian and administration services provider. This role offers the chance to work in a collaborative environment, where your skills will be valued and nurtured. You'll have the opportunity to address client queries, track and process assets, and work closely with colleagues both locally and internationally. This is an ideal role for someone who thrives under pressure, possesses excellent time management skills, and has a knack for problem-solving. Salary: AUD65,000 - AUD70,000 per annum + super Location: Sydney Date posted: 26 February 2024 Work in institutional banking Global investment bank The main responsibility is addressing client inquiries and overseeing interactions to meet their needs. This role ensures top-notch service for both current and new Investor clients while also assisting the existing client base. Salary: AUD75,000 - AUD90,000 per annum + Attractive Salary Package Location: Sydney Date posted: 20 February 2024 Well established company Good career progression Manage the workflow and completion of all Corporate Loans Administration's daily, weekly and monthly operations in accordance with the client's procedures manuals and operational guidelines. A leading non-bank lender and alternate investment manager is looking for a commercial lending analyst to directly support the firms sales team. This client has over $16bn in funds under management and a diverse range of clients across Australia and New Zealand managed by a team of 125. Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training. #J-18808-Ljbffr
