Our client is a domestic leader in Wealth management. Working in an amazing but very busy office environment, our client requires the services of a senior operations analyst
with experience across Operational Reporting, Risk, Investigations and compliance to assist with the growing demands of the business.
The successful candidate will bring their 4 to 7 years’ experience to a very dedicated and focused team. Our client is looking for an individual with a strong technical mindset and the professional and clear communication skills to liaise with internal and external stakeholders. Having extensive back / middle office experience in either funds management, wealth or custody
will be an added advantage.
Role requirements:
- Daily reporting, reconciliations & checklist completion
- Creating and producing client reporting (monthly, quarterly, and annual tax statements)
- Professionally communicate with internal stakeholders for all reporting needs and queries
- Coordinating with third party print specialists to ensure timely delivery of reports and client communications
- Managing all queries
- Drive & support operational process improvement opportunities to create scale & project delivery
- Actively manage team risk profile by reviewing and enhancing controls, coaching team members on their understanding and purpose of controls and incident reduction
- Manage and coordinate all operational audits
- Ensure the team complies with IDPS and GS007 audit control standards
- Drive procedure updates and review.
- Liaison with custodians and business partners
- Ensure adherence to Corporate Risk Policy, Standard Operating Procedures, relevant legislation, and regulatory requirements
Our client is keen to meet candidates who have a highly investigative personality, have a passion for the markets, have experience across reconciliations, reporting, investigations / compliance and have strong operational product knowledge.
This is a very rare and exciting opportunity, will provide the successful candidate with excellent company exposure and experience. Our client is committed to ensuring training is provided and will often take advice from staff as to what training they are seeking. One of the best aspects of this opportunity is working with a very dedicated and skilled team who are always there to help their colleagues.
If you have the above experience and are looking for a positive movement in your career, please contact Luke Cuni at GOW Recruitment on 0413 839 375 or apply below