Operations Analyst - SMSF
Core
Operations Analyst ensuring accurate, seamless customer experiences for Stake Super by managing onboarding, rollovers, account maintenance, and ongoing administration for SMSFs.
Role type
Senior IC operations analyst (financial services)
Builds
Operational processes, automation workflows, and reporting systems for Stake Super's SMSF platform
Domain
Financial services / Superannuation / Fintech
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
SQL, BigQuery, process improvement, automation, compliance management, data analysis, documentation, cross-functional collaboration
Preferred skills
SMSF administration experience, AI/LLM tooling for automation, scalable process design in fintech
Technologies
SQL, BigQuery, AI tools, agentic workflows
Responsibilities
Deliver operational processes with exceptional accuracy across onboarding, rollovers, account maintenance and ongoing administration; Improve customer experience by resolving operational issues quickly and partnering with Customer Success; Identify opportunities to automate repetitive work through AI and smarter operational tooling; Use SQL and BigQuery to uncover insights, monitor performance and support better operational decision-making; Strengthen operational controls by proactively identifying risks and maintaining high compliance standards; Create clear documentation, playbooks and reporting that enable the team to operate consistently as we scale
Seniority
Mid-level, hands-on IC