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Operations Administrator

2 months ago

Melbourne, Australia LGT Crestone Wealth Management Full time

Your team
- The Account Services team consists of 9 people, all based in Melbourne.
- Our work includes onboarding new accounts, maintenance of existing accounts and document management.

Your Role
- Daily reporting, document reconcilitation and checklist completion.
- Managing documentation onsite.
- Completing matching of original documents to digital copies.
- Recording of data into systems.
- Liaison with internal business partners.
- Support to team.
- Ensure adherence to Corporate Risk Policy, Standard Operating Procedures, relevant legislation, and regulatory requirements.

Your skills & experience
- Some experience within a client service environment desirable.
- Some experience within a data entry/administration role desirable.
- A good understanding and knowledge of Australian Financial Markets desirable.

Your role competencies
- Excelent communication skills.
- Logical and methodical.
- Resourceful, self-starter.
- Strong attention to detail.
- Resilient.
- Pragmatic.
- Flexible and happy to get hands dirty.
- Effectively manage regular changing of priorities.
- Team player.

Your qualifications
- Completed or working towards a degree in Finance, Business or Commerce.

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