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Operations Manager Global Share Registry

4 weeks ago


Sydney, Australia Succession Recruitment Pty Ltd Full time

Sydney CBD Location
- Global firm experiencing high growth
- Excellent workplace culture

**Why is this the company and the job for me?**
- Global provider of Professional Services with over 7000 clients and 600+ staff across 5 countries
- Plenty of opportunity for career progression and development due to enormous growth
- Brand new offices
- Excellent training when you start and continuous development as you progress through.
- Family feel, collaborative culture with a focus on everyone helping each other.
- Coffee Club, Social events, and monthly drinks

**What will my day to day look like?**

Within this role you will directly report to the General Manager (Operations). You will be responsible for managing a large client and overseeing daily functions associated with unlisted unit trusts/funds. You will ensure daily operations are in line with SLA’s by actively training, guiding, and developing team members.

Responsibilities include, but are not limited to:

- Actively maintain and encourage a positive working environment for both themselves and colleagues.
- Understand each stage of the registry administration lifecycle applicable to an unlisted fund.
- Understand the client and the client’s business goals and objectives.
- Understand the processing checklists and business rules per fund and issuer.
- Professionally liaise/respond to investor, adviser and client queries and task escalations in a timely and accurate manner per agreed Service Level Agreements.
- Report all client incidents or complaints in a timely manner
- Aid in the peer review of reports prior to client and pricing agent release.
- Work with the CSMs to develop checklists that are fund specific that will assist fellow Client Services Associates.
- Ensure compliance with company policies, procedures, and audit processes.
- Complete validation for Anti-Money Laundering and Politically Exposed Persons as required.
- Daily reconciliation of funds received and banked.
- Upload, entry, and authorisation of unit pricing
- Create and process payments for redemptions or commissions.
- Investigations for investor or client enquiries including recalling documents from storage and system searches.
- Identify and recommend improvements to current procedures, risk management, processes, and client servicing arrangements.

**What skills and experience do I need for the role?**

At least 2 years Operational/ Client Service Management experience working within Funds Management, Registries, or the Financial Services sector.
- Excellent verbal and written communication skills
- Strong organisational skills and a positive energy.
- Advanced Microsoft Excel, MS, computer skills
- Problem solving skills.
- Able to take accountability for own work.
- High attention to detail

**Sounds great How do I apply?**

***
If you have the skills and experience as detailed above, please contact John Hill at
**Succession Recruitment 0416 073 639 or upload your resume NOW


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