Operations Analyst
Core
Support the Front Office in creating and maintaining client accounts and the transfer of assets for Australian private wealth clients.
Role type
Operations Analyst (Financial Services)
Builds
Client accounts and asset transfer processes
Domain
Australian Private Wealth / Financial Services
Deliverable
client delivery
Required skills
Daily reporting and reconciliations, AML/KYC verification, static data recording, account closure processing, asset transfer processing, cost base calculation, regulatory compliance
Preferred skills
Knowledge of Australian Financial Markets
Technologies
Client management systems, custodian platforms
Responsibilities
Daily reporting, reconciliations & checklist completion; Onboarding new clients including AML/KYC verification; Recording static data into systems; Processing account closures and deceased estates; Processing asset transfers (equities, fixed income, managed funds, bonds); Liaison with custodians and business partners; Ensure adherence to Corporate Risk Policy and regulatory requirements
Seniority
Mid-level, hands-on IC
