Transfers Operations Specialist

2 weeks ago

Melbourne, Victoria, Australia AU | FNZ (Australia) Pty Limited Full time

Job Summary

We are seeking a detail-oriented and proactive Transfers Analyst to join our team. As a key member of our operations team, you will play a crucial role in ensuring the accurate and timely processing of transfer instructions.

Key Responsibilities

  • Process daily transfer instructions, ensuring all instructions are delivered in a timely manner.
  • Maintain accurate records to ensure transparency to regulators and external auditors.
  • Monitor group emails and internal case logs to address issues and provide updates.
  • Review breach and KPI reports, taking ownership of exceptions and providing feedback and resolution as needed.
  • Assist with other projects and tasks as required to facilitate the smooth operation of the team and operations.

Requirements

  • At least 2 years' experience in an investment operations role.
  • Familiarity with financial markets and wealth management products is preferable.
  • Confident and able to take initiative in a client and delivery-focused environment.
  • Independent, self-directing, and delivery-focused working style.
  • Ability to work under pressure to multiple firm deadlines.
  • Excellent organisational, administration, and time management skills.
  • A passion to be part of a high-performing team.
  • Ability to take ownership and responsibility.

About Us

AU | FNZ (Australia) Pty Limited is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations.

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 20 million people from all wealth segments to invest in their future.

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