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Senior Operations Manager- Private Wealth
3 months ago
ASX:
KPG) is one of Australia's most progressive and fast growing financial services groups across accounting, wealth, finance and investing.
Established in 2006 and growing at over 30% per annum, we are a certified Great Place to Work 4 years running, listed as one of the Best Workplaces for Women in Australia in 2023, winner of the Australian Business Awards for Employer of Choice 2022 and a B Corp company who operate with one clear mission: "to help our people, Private Business Owners and the communities we work in be better off.
" This position will have responsibility for the following:Run the day-to-day operations of a Private Wealth team with 3 advisors and growing Dealing with high net worth clients and assisting them with onboarding to platforms, investment transfers, placing trades, answering investment queries, administration, etc You will also be liaising with various providers and fund managers Administrative work involves updating investment valuations, running reports on excel, creating spreadsheets, calculating investment returns/performance, preparing review packs for presentations, etc.
Implementing and improving processes within the team Manage wrap platforms Prepare client reports and presentations Cash Management and share transfers Manage personal insurance submissions Ensure compliance procedures are met Book meetings and appointments To be successful in this role you will have the following skills and attributes: Qualifications: Bachelors degree in either Commerce/Finance/Accounting.
Post graduate would be preferred but not necessary.Experience:
Approximately 5-7 years experience in the Finance and Banking/Private Wealth industry in either an operations or middle office role.
This role is suited for a high performing individual who is self-driven and can work in a fast-paced and dynamic environment.
High level attention to detail and have the efficiency to deliver on demand.Interest in building a long term career in wealth management Strong organisational and client centric approach Proactive attitude, self-motivated and enthusiastic Proficient in Excel, Word, Power Point
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