Operations Analyst
Core
Daily reporting, reconciliations, and operational checklists for Australian private wealth clients.
Role type
Operations Analyst (Financial Services)
Builds
Operational processes and client account records
Domain
Australian Private Wealth / Financial Services
Deliverable
dashboards & analysis
Required skills
Reconciliation, data-entry, record-management, AML/KYC verification, client onboarding support, regulatory compliance, process improvement
Preferred skills
None stated
Technologies
None stated
Responsibilities
Complete daily reporting, reconciliations and operational checklists; Support client onboarding and AML/KYC checks; Maintain client and account records; Process account closures and deceased estate matters; Liaise with custodians and advisers to resolve queries; Ensure compliance with risk policies and legislation
Seniority
Mid-level, hands-on IC
