Adviser Operations, Specialist

3 weeks ago

Melbourne, Australia Vanguard Full time

Joining a newly created team, this role will be responsible for platform administration activities required to on-board and service AFS licensees and their advisers on our Super and Managed Investments platform. As part of the establishment of this function, this role will play a vital part in the implementation of the Adviser Platform target operating model. This role will liaise with other business teams to provide licensees and their advisers with a high level of engagement and service.

**About Vanguard**
Vanguard Australia has been helping investors achieve their long-term financial goals for over 20 years. Serving institutional and individual clients, and financial advisers, we offer investment solutions that are low-cost, diversified and robust through time.

With more than AUD $11 trillion in assets under management Vanguard is one of the world’s largest global investment management companies. In Australia we partner with institutional clients, financial advisers and individual investors to offer low-cost investment solutions. Our comprehensive range of managed funds, exchange traded funds (ETFs) and tailored investment solutions are built to support long-term investment success for our clients.

**Team & Opportunity**

Joining a newly created team, this role will be responsible for platform administration activities required to on-board and service AFS licensees and their advisers on our Super and Managed Investments platform. As part of the establishment of this function, this role will play a vital part in the implementation of the Adviser Platform target operating model. This role will liaise with other business teams to provide licensees and their advisers with a high level of engagement and service.

**Core Responsibilities**
- Responsible for timely and accurate platform administration activities required to on-board and service AFS licencees and their advisers on our Super and Managed Investments platform (including KYC and AML/CTF activities), playing a vital role in the implementation of the Adviser Platform target operating model. This role will liaise with other business teams to provide licencees and their advisers with a high level of engagement and service.
- Key project stakeholder tasked with implementation of administration function which includes process flows, end to end business testing, training and procedural documentation, consideration of risks and compliance obligations, and operational readiness.
- Demonstratess a strong and consistent knowledge of platform administration operations and obtains an end-to-end knowledge of the operational processes being supported. Understands details driving the operational processes and the adviser/member impacts. Proactively identifies and leads process initiatives to gain efficiencies and improve quality. Recognizes roadblocks and resolves to maximize team impacts.
- Identifies and leads internal control framework improvements to ensure continued compliance and timely issue detection. Implements risk process improvements and adheres to various control standards to ensure compliance.
- Builds strong strategic relationships as a thought partner across the business teams to resolve complex operational issues.
- Develops depth of platform and operational knowledge through increased functional experience and serves as a resource to the team to share expertise. Cross-trained in all critical team functions and capable of supporting operational coverage as needed. Develops others by providing coaching, guidance and on-the-job training.
- Ensures accountability for comprehensive documentation of operations procedures and drives process improvements.
- Participates in special projects and performs other duties, as assigned.

**Skills and Qualifications**
- Undergraduate degree required. Graduate degree and/or Professional Certification (CFA, MBA) preferred.
- Experience/exposure to operational transformation projects preferred.
- Minimum 3 years of business related experience preferred. Operations and Adviser related experience preferred.
- Excellent analytical capabilities, research, problem solving and time management skills required.
- Proficiency in Operations procedures and knowledge of adviser operations workflows preferred.

**Inclusion Statement**

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in d

  • Adviser New Business Platform Specialist

    4 days ago

    Melbourne, Australia FourQuarters Full time

    Newly created division - Entrepreneurial culture - Exciting global business My client is looking for an adviser and licensee new new business onboarding platform specialist. Joining a newly created team, this role will be responsible for platform administration activities required to on-board and service AFS licensees and their advisers on our Super and...

  • Operational Hse Adviser

    4 weeks ago

    Melbourne, Australia Toll Group Full time

    About Toll Group At Toll, we do more than just logistics - we move the businesses that move the world. Our 16,000 team members can help solve any logistics, transport, or supply chain challenge - big or small. We have been supporting our customers for more than 130 years. Today, we support more than 20,000 customers worldwide with 500 sites in 27 markets,...

  • Student Adviser

    4 weeks ago

    Melbourne, Australia Deakin University Full time

    **Job no**: 539016 **Work type**: Full-time **Location**: Melbourne - Burwood **Categories**: Student Services - Based at our Melbourne, Burwood Campus - Full-time and fixed term until June 2024 - HEW 5 $74,148 - $83,163 + 17% Superannuation Founded in 1974, Deakin is a public university in Victoria with 61,000 students across five campuses: Melbourne...

  • Communications Adviser

    7 days ago

    Melbourne, Australia Department of Jobs, Skills, Industry and Regions Full time

    Location: Melbourne | CBD Job type: Full time Organisation: Department of Jobs, Skills, Industry and Regions **Salary**: $91,418 - $103,725 Occupation: Communications, Marketing and Media Reference: VG/019918AB The Department of Jobs, Skills, Industry and Regions is firmly focused on driving a strong and resilient economy that benefits all Victorians -...

  • Associate Adviser Melbourne

    4 weeks ago

    Melbourne, Australia RIVA Recruitment Full time

    Clearly articulated professional development plan - Be mentored by industry leading financial advisers - Service complex HNW professional clients - Clearly articulated professional development plan - Be mentored by industry leading financial advisers - Service complex HNW professional clients **About the company** Our client is an established financial...

  • Associate Financial Adviser

    4 days ago

    Melbourne, Australia Perpetual Limited Full time

    Based in Melbourne CBD - Hybrid working arrangement. - Opportunity to grow your career within a collaborative and supportive team. - A range of exciting benefits, incl. two weeks of additional paid leave Provide ongoing client service and high-quality support to Financial Advisers and Partners supporting a Partner in our Jacaranda Melbourne team. Sounds...

  • Principal Legal Practice Adviser

    4 weeks ago

    Melbourne, Australia Department of Jobs, Skills, Industry and Regions Full time

    Location: Melbourne | CBD Job type: Full time Organisation: Department of Jobs, Skills, Industry and Regions **Salary**: $130,673 - $174,869 Occupation: Legal Reference: VG/100560A The Department of Jobs, Skills, Industry and Regions is focused on growing Victoria’s prosperity, building the productive capacity of our economy and increasing...

  • Communications Adviser

    4 weeks ago

    Melbourne, Australia Hudson Australia Full time

    **The Role**: Are you a communications specialist, with expertise in internal communications, procurement, and stakeholder management? Seeking a passionate Internal Communications Adviser assists in the development, delivery and evaluation of strategic communications plans and campaigns across the department's portfolio teams. You will support the delivery...

  • Security and Platform Specialist

    4 weeks ago

    Melbourne, Australia Torch Professional Services Pty Ltd Full time

    Senior role within the security team - Hybrid Working environment - Key opportunity to make an impact ! **Senior Security Operations and Platform Specialist - 12-month contract** Reporting into the Information Security Manager your role will be to advise on day-to-day operations of the Security Operations and Platform Function within the Security Team, by...

  • Security Operations and Platform Specialist

    4 weeks ago

    Melbourne, Australia Australian Health Practitioner Regulation Agency (AHPRA) Full time

    **Job no**: V13741 **Work type**: Fixed Term Full Time **Location**: Melbourne **Categories**: Information Technology The Australian Health Practitioner Regulation Agency (Ahpra) works in partnership with 15 National Boards to implement the national regulatory scheme for health professionals. The purpose of health practitioner regulation is to protect the...

  • Operations Specialist, Platform Oversight

    4 weeks ago

    Melbourne, Australia Vanguard Full time

    **About Vanguard** Vanguard Australia has been helping investors achieve their long-term financial goals for over 20 years. Serving institutional and individual clients, and financial advisers, we offer investment solutions that are low-cost, diversified and robust through time. With more than AUD $9 trillion in assets under management Vanguard is one of...

  • Adviser - Regional Infrastructure (Vpsg5)

    7 days ago

    Melbourne, Australia Department of Jobs, Skills, Industry and Regions Full time

    Location: Melbourne | CBD Job type: Full time Organisation: Department of Jobs, Skills, Industry and Regions **Salary**: $105,479 - $127,621 Occupation: Projects Reference: VG/100506CA The Department of Jobs, Skills, Industry and Regions is firmly focused on driving a strong and resilient economy that benefits all Victorians - by creating more...

  • Adviser - Project Risk and Safety Officer

    4 weeks ago

    Melbourne, Australia Heaton Rail Pty Ltd Full time

    Play a key part in transforming Melbourne's railways - Work across a variety of exciting infrastructure projects - Iconic rail organisation with a large global footprint We currently have a full-time 6-month contract position for an **Advisor - Project Risk and Safety Officer **with our client who are a major rail company. Your role will be to provide...

  • Finance Adviser

    2 weeks ago

    Melbourne, Australia Department of Education Full time

    .About the Division: The Regional Operations division leads the coordination of finance, operations and emergency management across the South West Victoria region and plays a key role in championing the department's overarching corporate governance, reporting and continuous improvement framework. Finance Adviser - Ongoing Full time The Finance Adviser role...

  • Health & Safety Adviser

    4 weeks ago

    Melbourne City Centre, Australia Parliament of Victoria Full time

    Health & Safety Adviser Department of Parliamentary Services **Salary**: $105,479 - $116,550 About the role The Work Health Safety team is seeking an experienced Work Health and Safety Adviser who is passionate about influencing and driving a culture of safety through collaboration and the provision of specialist advice, consultancy, and guidance across...

  • Policy Adviser

    4 weeks ago

    Melbourne, Australia Department of Jobs, Skills, Industry and Regions Full time

    Location: Melbourne | CBD Job type: Full time Organisation: Department of Jobs, Skills, Industry and Regions **Salary**: $92,332 - $104,762 Occupation: Policy Reference: VG/019856AB The Department of Jobs, Skills, Industry and Regions is focused on growing Victoria’s prosperity, building the productive capacity of our economy and increasing...

  • Adviser Solutions Specialist

    7 days ago

    Melbourne, Australia IOOF Holdings Full time

    **Date**:6 Jul 2023**Location**:Melbourne, VIC, AU, 3000**Employment Type**:Permanent Full Time**The Role** - As an Advisor Solutions Specialist at Insignia Financial you’ll be dealing with financial advisors and assisting them with getting the required forms and educating them to our online portal, so they can self-serve and save time down the track....

  • Health & Safety Adviser (Pov5.1)

    4 weeks ago

    Melbourne, Australia Parliament of Victoria Full time

    Location: Melbourne | CBD Job type: Full time Organisation: Parliament of Victoria **Salary**: $105,479 - $116,550 Occupation: Occupational Health and Safety Reference: VG/5092023 **Health & Safety Adviser** **Department of Parliamentary Services** **Salary: $105,479 - $116,550** **About the role** The Work Health Safety team is seeking an...

  • Adviser, Cabinet and Committees

    4 weeks ago

    Melbourne City Centre, Australia Department of Premier & Cabinet Full time

    An exciting nine month opportunity exists for an Adviser, Cabinet and Committees to join the Department of Premier and Cabinet Office. The Cabinet Office plays a leadership role within DPC and across government. It provides specialist policy advice, and coordination and administrative support to facilitate informed Executive Government decision-making and...

  • Operations Specialist

    4 weeks ago

    Melbourne, Australia AGL Energy Full time

    Join the change. Together, we’ll make history. As we keep the lights on for over four million customers and move towards a more sustainable way of life, it’s an exciting time to be at AGL. We’re re-imagining how homes and business live and work across the country and we want you to be a part of it. This moment will define our time, and your career as...