Financial Operations Specialist

4 days ago


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

Company Overview:

Anton Murray Consulting is a leading recruitment agency specializing in financial services, providing expertise and professionalism to clients and candidates alike.

About the Role:

We are currently seeking an experienced Financial Operations Specialist to join our client's team in Sydney. As a key member of the Unit Trust Operations team, you will play a vital role in ensuring the smooth operation of end-to-end processes for Unit Trust investments.

Job Description:

The successful candidate will be responsible for assisting the Team Manager with daily tasks, including trade processing, distributions, management fee rebate, month-end reporting, daily reconciliations, data entry processing, settlement, pricing, call payments, foreign exchange, and static data.

As a senior member of the team, you will handle complex ad-hoc requests, ensure all instructions and requests are checked, authenticated, and processed on the same day of receipt.

Key Responsibilities:

  • Assist the Team Manager with making sure the team functions smoothly
  • Process end-to-end transactions for Unit Trust investments
  • Handle complex ad-hoc requests within the team
  • Check and review staff members' work
  • Communicate effectively with team members and stakeholders

Requirements:

To be successful in this role, you will need:

  • Minimum 3+ years' work-related experience in the financial services industry
  • Sound technical knowledge of Unlisted Unit Trust trade end-to-end process, Alternatives investments administration, Unlisted Unit Trust products, platforms, and systems, Custody or investment management operations
  • Superior verbal and written communication skills

Estimated Salary: AU$80,000 - AU$110,000 per annum (dependent on experience)



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