Wealth Management Operations Data Officer

3 weeks ago


Sydney, Australia Net Fusion Technology Full time

We are looking to hire a skilled Operations Data Officer to join our Wealth Management company and grow with us and our clients.

Our client is a company that specializes in financial product design, structuring, and distribution. They serve as a Bond broker for investors and non-bank wealth advisors. In addition, they design and structure investment products for wholesale investors and financial advisers. They work with the world’s top investment banks, brokers and custody service provider.

**Job Highlights**:

- Permanent Work From Home with provided laptop
- Working Australian time zone
- Proficient in Microsoft EXCEL and it's functions

**What can we offer you for all your hard work?**:

- Annual Performance Bonus and Salary Increase
- 13th month pay
- 15 days Annual leave and 5 sick leave
- Health card/HMO

**What you will do - Essential Responsibilities**:

- Provide administrative and operational support to various departments such as Data Management, Operations, and Client/Adviser Support;
- Process data entry into internal product database and service log sheets;
- Provide data feed to the software developer the company is working with;
- Handle clients’ requests and inquiries related to their account, maintenance and reporting;
- Collaborate with internal and external service providers, stakeholders to get work done;
- Additional tasks and projects assigned by the Company from time to time;
- Ensure all practices, procedures and regulations are adhered to in performing daily tasks/duties;
- Follow and obey with all reasonable and lawful directions given by the Company.

**Qualifications & Required Skills**:

- Tertiary degrees are advantageous.
- Proficient in reading, writing, and speaking in English;
- You must be self-motivated, attention to detail, and be able to work under pressure and meet deadlines.
- You have knowledge and are interested in investment products (e.g. Bonds, shares).
- Prior work experience in data management, operations and client support in finance industry is preferred.



  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- Contract or TemporaryOur client is a leading Wealth Management firm seeking a Manager of Operational Risk for an initial 12 month contract This role sits within the Australian Wealth Management Operational Risk division in Line 1. The Operational Risk team is an independent function that oversees, monitors, measures and analyses...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- Contract or TemporaryOur client is a leading Wealth Management firm seeking a Manager of Operational Risk for an initial 12 month contractThis role sits within the Australian Wealth Management Operational Risk division in Line 1. The Operational Risk team is an independent function that oversees, monitors, measures and analyses...


  • Sydney, Australia Macquarie Group Limited Full time

    At Macquarie, we support a hybrid working model._ Our team is responsible for providing end-to-end data analytics capability and insights to support our internal stakeholders make better decisions and achieve our business objectives. You will be leveraging our cutting-edge cloud data platform plus your analytics skills to drive growth and...


  • Sydney, Australia LGT Crestone Wealth Management Full time

    Min Experience- 8 yearsYour team - Supporting the front office business (“FO”) - Extensive interaction with Investment Advisers Nationally - Interaction with Adviser Assistants and Associate Advisers Nationally Your Role This role is responsible, from a 1st line perspective, for: - Lifting standards across the front office to protect the organisation...


  • Sydney, Australia LGT Crestone Wealth Management Full time

    Min Experience- 8 yearsYour team - Supporting the front office business (“FO”) - Extensive interaction with Investment Advisers Nationally - Interaction with Adviser Assistants and Associate Advisers Nationally Your Role This role is responsible, from a 1st line perspective, for: - Lifting standards across the front office to protect the organisation...


  • Sydney, New South Wales, Australia Up Wealth Management Full time

    Full time Add expected salary to your profile for insights Up Wealth Management was established in 2014 to provide a personalised wealth management experience to people within the ACT, Sydney and NSW South Coast regions. We specialise in providing a service to affluent, high net wealth and high net income individuals and families. We are 100% adviser...


  • Sydney, Australia UBS Full time

    Australia - Compliance - Group Functions **Job Reference #** - 291530BR **City** - Sydney **Job Type** - Full Time **Your role** - Do you have a minimum 3 years of experience in providing compliance or risk advisory services within a private banking or wealth management environment? Do you enjoy advising and supporting front office colleagues to ensure...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- Contract or TemporaryOur client is a leading full services wealth management firm seeking a junior data analyst to join their team on an initial 12-month contract. This role supports the Head of the Account Management projects team with tracking core tasks, including regulatory driven process and new digital initiatives. The role...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- Contract or TemporaryOur client is a leading full services wealth management firm seeking a junior data analyst to join their team on an initial 12m contract. This role supports the Head of the Account Management projects team with tracking core tasks, including regulatory driven process and new digital initiatives. The role will...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- Contract or TemporaryOur client is a leading full services wealth management firm seeking a junior data analyst to join their team on an initial 12m contract. This role supports the Head of the Account Management projects team with tracking core tasks, including regulatory driven process and new digital initiatives. The role will...


  • Sydney, New South Wales, Australia Macquarie Group Limited Full time

    At Macquarie, we support a hybrid working model._Our team is responsible for providing end-to-end data analytics capability and insights to support our internal stakeholders make better decisions and achieve our business objectives. You will be leveraging our cutting-edge cloud data platform plus your analytics skills to drive growth and transformation.At...


  • Sydney, New South Wales, Australia UBS Full time

    Australia Compliance Group FunctionsJob Reference #BRCity SydneyJob Type Full TimeYour role Do you have a minimum 3 years of experience in providing compliance or risk advisory services within a private banking or wealth management environment? Do you enjoy advising and supporting front office colleagues to ensure compliance? Are you confident when it comes...

  • Wealth Management

    6 days ago


    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    SydneyWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced KYC Maintenance Associate to join either their Sydney or Melbourne Account Management Team on an initial 12-month contract.The ideal candidate will have wealth management / retail equity broking / Wealth Management client onboarding/ KYC...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- Contract or TemporaryOur client is a well known Wealth Management firm seeking an operations expert to join their small team of 3. Prior stockbroking operations experience required. Unless you have the experience listed above please do not apply **Responsibilities** Day to day responsibilities will include, however are not...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- Contract or TemporaryOur client is a well known Wealth Management firm seeking an operations expert to join their small team of 3. Prior stockbroking operations experience required.Unless you have the experience listed above please do not applyResponsibilitiesDay to day responsibilities will include, however are not limited to;...


  • Sydney, Australia Walsh Bay Partners Pty Ltd Full time

    **Private Wealth Associate** Family Office Consulting Practice Be Challenged & Contribute to our Success! - Rare opportunity to capitalise on your Financial Adviser support experience & knowledge - Sydney opportunity - Newly created role - Full time or part time Walsh Bay Partners is a highly regarded, boutique Family Office consulting practice boasting a...


  • Sydney, Australia Anton Murray Consulting Full time

    SydneyWealth ManagementContract or TemporaryOur client is a leading full services wealth management firm seeking a junior data analyst to join their team on an initial 12-month contract. This role supports the Head of the Account Management projects team with tracking core tasks, including regulatory driven process and new digital initiatives. The role...


  • Sydney, Australia Anton Murray Consulting Full time

    SydneyWealth ManagementContract or TemporaryOur client is a leading full services wealth management firm seeking a junior data analyst to join their team on an initial 12-month contract. This role supports the Head of the Account Management projects team with tracking core tasks, including regulatory driven process and new digital initiatives. The role...


  • Sydney, Australia Anton Murray Consulting Full time

    SydneyWealth ManagementContract or TemporaryOur client is a leading full services wealth management firm seeking a junior data analyst to join their team on an initial 12-month contract. This role supports the Head of the Account Management projects team with tracking core tasks, including regulatory driven process and new digital initiatives. The role...


  • Sydney, New South Wales, Australia LGT Crestone Wealth Management Full time

    Min Experience- 8 yearsYour team Supporting the front office business ("FO") Extensive interaction with Investment Advisers Nationally Interaction with Adviser Assistants and Associate Advisers NationallyYour RoleThis role is responsible, from a 1st line perspective, for:Lifting standards across the front office to protect the organisation from regulatory,...