Operations Team Leader

1 week ago


Melbourne, Victoria, Australia LGT Crestone Wealth Management Full time
Min Experience- 10 yearsYour team

  • The Account & Transfer Services team consists of 13 people, all based in Melbourne
  • Part of the Operations team (45) including team leaders of Transaction Services, Corporate Actions, Business Improvement and Operations Manager Business Improvement
  • Our work includes onboarding new accounts, maintenance of existing accounts, transferring assets and reconciliations
Your Role

  • Management of Account & Transfer Service analysts including hiring, onboarding, training, objective setting, performance management and mentoring/career development
  • Manage daytoday operations of the team including management of workflow, operational approvals, daily reporting, reconciliations, and checklist completion
  • Support the Investment Advisers and Adviser Assistants in creating and maintaining client accounts, the transferring of assets and providing the best service possible
  • Partner with support functions across the business including Risk, Legal and Compliance, IPS, IT, Finance and HR to ensure information sharing, clarity of process and identify opportunities for improvement
  • Work closely with the Operations Managers of Service Delivery & Business Improvement and the Head of Operations on identifying team development and operational resource planning requirements to ensure Operations is positioned to meet and exceed client needs
  • Serves as a point of escalation
  • Identifies opportunities for optimising business productivity
  • Implementation of process management and improvement initiatives, ensuring all operational processes are maintained with uptodate procedures
  • Act as a key influencer driving productivity, efficiency, and effectiveness initiatives
  • Acting with integrity and high standards of conduct to provide compliant and customer centric operational support
  • Liaison with custodians and business partners
  • Actively manage team risk profile by reviewing and enhancing controls, coaching team members on their understanding and purpose of controls and incident reduction
  • Ensure adherence to Corporate Risk Policy, Standard Operating Procedures, relevant legislation, and regulatory requirements
Your skills & experience

  • Minimum 10 years' experience in Operations within Financial Services
  • Minimum 5 years' experience managing a large team (10+)
  • A good understanding and prior experience of onboarding and AML/CTF
  • A good understanding and knowledge of Australian & International Financial Markets, Managed Funds, Listed/Unlisted Assets and Custodial Structures
  • Proven ability to work within a team structure with an accountability to motivate other to achieve excellence
  • Business analysis/process change management experience
Your role competencies

  • Excellent communication skills
  • Committed with a high level of drive, resilience, and enthusiasm
  • Results oriented and thrives in a fastpaced environment
  • Pragmatic
  • Flexible and scalable
  • Strong natural leadership qualities including excellent interpersonal, negotiation, and influencing skills leading to trusting relationship with business partners and their teams
  • Logical and methodical
  • Resourceful, selfstarter
  • High level of attention to detail, accuracy and a focus on compliance and driven in providing high quality standards of work
  • Assertiveness
  • Analytical, inquisitive with demonstrated problem solving skills
  • Sound judgement with critical thinking
  • Professionalism and strong diplomacy
  • Exceptional prioritisation skills and able to multitask effectively in a fastpaced environment
  • Has the ability to work across the organisation to find appropriate, clientfriendly resolutions while following regulatory guidelines and mitigating risk
  • Change agent who can work effectively and collaboratively in a team environment and with staff at all levels across all areas of the organisation
Your qualifications

  • Degree qualified in Finance, Business or Commerce


  • Melbourne, Victoria, Australia Team Relax Full time

    What's on offer?As part of the Drafting Leadership Team this Team Leader will work across Knockdown Rebuild projects.The Team Leader is responsible for the allocation of Team workflow, coordination of drafting resources and supporting the Knockdown Rebuild Drafting Team to document and deliver a range of products and services including Working...


  • Melbourne, Victoria, Australia Team Relax Full time

    What's on offer?As an Accounts Payable (AP) Team Leader you will play a crucial role in ensuring invoices are paid on time.You can expect to partner with colleagues, stakeholders, subcontractors, and suppliers with any AP queries and to ensure processes are efficient.Your duties and responsibilities will include:Support, coaching and performance management...


  • Melbourne, Victoria, Australia Team Relax Full time

    What's on offer?As part of the Drafting Leadership Team this Team Leader will work across Knockdown Rebuild projects.The Team Leader is responsible for the allocation of Team workflow, coordination of drafting resources and supporting the Knockdown Rebuild Drafting Team to document and deliver a range of products and services including Working...


  • Melbourne, Victoria, Australia EnergyAustralia Full time

    Operations Team Leader - Yallourn Power Station:Job no 507678- Work type Full Time Permanent- Location Victoria- Categories Operations, Engineering, Maintenance and TradesThe site and locationThe Yallourn Power Station is a 1480Mw base load generating plant based in Yallourn Victoria on the traditional lands of the Gunaikurnai people, and is part of the...


  • Melbourne, Victoria, Australia Energy Australia Full time

    About us As one of Australia's largest energy providers, we are proud of our purpose to lead and accelerate the clean energy transformation for all. We are also proud of our history and of the people who have built our energy capability over the decades, and for the role all our generation sites continue to play in 'keeping Australia's lights on'....


  • Melbourne, Victoria, Australia Alfred Health Full time

    Alfred HealthAlfred Health is a leader in health care delivery, improvement, research and education. We are the main provider of health services to people living in the inner southeast suburbs of Melbourne, from ambulatory to inpatient and home and community-based services.- Ongoing:- Full Time (76 hours per fortnight): Managers and Administrative Worker...


  • Melbourne, Victoria, Australia Royal Flying Doctor Service (VIC) Full time

    Proudly serving Australians since 1928, the Royal Flying Doctor Service (RFDS) provides emergency road, aeromedical and primary health services for people in rural and remote Australia. We believe in creating opportunities so all Victorians have the choice to access essential primary health care services.Mobile Patient Care (MPC) offers Non-Emergency Patient...


  • Melbourne, Victoria, Australia Leader Group Full time

    Service Delivery Manager Leedsfulltime hours (40)Salary range 31, ,500 Industrial Facilities management division The Leader Group are working with an established facilities management company who are looking to speak with a service delivery manager to join them in Leeds.The role is 40 hours per week and will mostly be based on site, so applicants NEED to be...


  • Melbourne, Victoria, Australia The Good Guys Discount Warehouses (Australia) Pty Ltd Full time

    Customer Service, Administration & Operations 1 Job no: Work type: Permanent Full Time Location: QLD - Regional Categories: Customer Service, Administration & Operations Advertised: 21 May 2024 E. Australia Standard TimeApplications close: 18 Jun 2024 E. Australia Standard TimeAbout UsAt The Good Guys, our mission is to assist families in living better for...

  • Team Leader

    1 week ago


    Melbourne, Victoria, Australia Plan Partners Full time

    Team Leader - Operational Audit and Compliance page is loaded Team Leader - Operational Audit and Compliance Apply locations Melbourne Central Towers - Level 18 Adelaide - Level 1 Brisbane - Level 18 time type Full time posted on Posted 27 Days Ago job requisition id R6573 With seven brands across the employee benefits, fleet management and disability...

  • Team Leader

    1 week ago


    Melbourne, Victoria, Australia Yarra City Council Full time

    Team Leader - Early Years OperationsTemporary Full Time until July **Band 7 - $101, super + RDO- Supportive and Friendly team environment where we value growth and development:Excellent employee benefits and competitive hourly rates:- Work in a dynamic and collaborative environmentAn exciting opportunity is waiting for a highly experienced Early Childhood...

  • Team Leader

    1 week ago


    Melbourne, Victoria, Australia McMillan Shakespeare Group Full time

    Team Leader - Operational Audit and ComplianceWith seven brands across the employee benefits, fleet management and disability support industries, MMS employs around 1300 people across Australia and New Zealand. Established in 1988, MMS blazed the trail for salary packaging in Australia, and we have grown from a small family business to the ASX-listed house...

  • Operations Leader

    1 week ago


    Melbourne, Victoria, Australia Melbourne & Olympic Parks Full time

    About the roleWe're looking for a driven Operations Leader who is ready to challenge themselves in the world of major events, and work alongside some of Australia's most experienced venue managers. The Operations Leader overseas the coordination and delivery of multiple operational functions for events at AAMI Park, as well as our Stadium tenants and other...


  • Melbourne, Victoria, Australia REA Group Full time

    Lead and mentor a team of Digital Campaign Managers- 12 Month Fixed-Term Contract- Melbourne-basedWe're REA REA Groupis not your average digital business. From humble beginnings in a garage in Melbourne's east in 1995, we have grown into a leading global digital business, specialising in property.With bold and ambitious goals, we are changing the way the...

  • Team Leader

    1 week ago


    Melbourne, Victoria, Australia Labourpower Recruitment Services Full time

    We are seeking energetic and passionate aspiring Team Leaders to lead and co-ordinate a team of operators, to manufacture product as required in the production plan, and drive a culture of continuous improvement within the team.Reporting to the Shift Manager, your role will span Manufacture of products, Quality Processes, Continuous Improvement,...


  • Melbourne, Victoria, Australia Intrax Consulting Engineers Full time

    Create - Career Success for your self and team Grow Through variety and diversity of the job Inspire Processes, Systems to create outstanding serviceIntrax Consulting Engineers are an Australian owned, mid-sized engineering company that provide an end to end service to our clients across a range of services including: Structural, Civil, Residential, Building...

  • Team Leader

    1 week ago


    Melbourne, Victoria, Australia Maxxia Pty Ltd Full time

    With seven brands across the employee benefits, fleet management and disability support industries, MMS employs around 1300 people across Australia and New Zealand. Established in 1988, MMS blazed the trail for salary packaging in Australia, and we have grown from a small family business to the ASX-listed house of brands we are today. Our collective purpose...


  • Melbourne, Victoria, Australia Whitehorse City Council Full time

    Are you a dynamic Team Leader passionate about delivering exceptional customer service? Do you thrive in managing and inspiring a team to achieve excellence in every interaction? Our council is seeking a Customer Service Operations Team Leader to oversee our dedicated Customer Service Officers. This role is pivotal in managing our day-to-day customer service...

  • Team Leader

    1 week ago


    Melbourne, Victoria, Australia Pillow Talk Full time

    Job Description Now is your opportunity to be part of the Pillow Talk Fabric, by joining us in this highly exciting Team Leader role at our Mentone store. As a Team Leader at Pillow Talk, you'll support the store leadership team by leading from the front and inspiring your peers to do their best work every day. You'll support the smooth and efficient...

  • Team Leader

    1 week ago


    Melbourne, Victoria, Australia Hospoworld Resourcing Full time

    Team Leader & Assistant Manager positions available in MelbourneMainly day shifts with a rotating roster at a well-respected inner city venue. Known for their expertise in coffee, breakfast, and lunch trade.About the opportunityThe venue operates from early mornings to evening trade, attracting a diverse clientele. From professionals meeting for coffee, city...