Transfers Operations Specialist

3 days ago


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

About the Role

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 part in ensuring the smooth administration and processing of all transfer instructions.

Key Responsibilities

  • Process daily transfer instructions, ensuring timely delivery and accuracy.
  • Maintain records to ensure transparency and compliance with regulatory requirements.
  • 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.
  • Assist with other projects and tasks as required to facilitate team 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-focused environment.
  • Independent, self-directing, and delivery-focused working style.
  • Ability to work under pressure to multiple deadlines.

What We Offer

  • A hybrid 3+2 model combining office and remote work.
  • Competitive salary and excellent benefits, including comprehensive health insurance and annual leave.
  • Opportunities for global career growth and development.

About Us

FNZ is a leading provider of wealth management platforms, partnering with over 650 financial institutions and 12,000 wealth managers. We help over 20 million people invest in their future, and we're committed to opening up wealth for everyone.



  • Melbourne, Victoria, Australia Sanderson Solutions International Full time

    Role Overview: Sanderson Solutions International is seeking a dedicated Client Asset Transfer Specialist to join their country-wide Operations Team.This role is vital in facilitating the client asset transfer process, primarily focusing on listed equity and managed funds.You will serve as the key liaison among advisors, overseas Operations, and local...


  • Melbourne, Victoria, Australia KPMGau Full time

    Job OpportunityWe are seeking a highly skilled Transfer Pricing Specialist to join our team at KPMGau. As a key member of our Transfer Pricing Services practice, you will play a critical role in helping clients navigate complex transfer pricing issues and achieve tax efficiencies.Key ResponsibilitiesAdvise multinational clients on transfer pricing policies,...


  • Melbourne, Victoria, Australia KPMGau Full time

    Job OpportunityWe are seeking a highly skilled Transfer Pricing Specialist to join our team at KPMGau. As a key member of our Transfer Pricing Services practice, you will play a critical role in helping clients navigate complex transfer pricing challenges and achieve tax efficiencies.Key ResponsibilitiesAdvise multinational clients on transfer pricing...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Job Summary:We are seeking an Asset Transfer Support Specialist to join our Melbourne Operations Team. The successful candidate will provide support in the client asset transfer process, focusing on asset transfer (mainly listed equity and Managed funds) and facilitating all necessary transfer forms as per respective counterparty requirements.Key...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Job Summary:We are seeking an Asset Transfer Support Specialist to join our Melbourne Operations Team. The successful candidate will provide support in the client asset transfer process, focusing on asset transfer (mainly listed equity and Managed funds) and be the key liaison point in between our advisors, Overseas Operations, and the local...


  • Melbourne, Victoria, Australia Pkf Australia Full time

    Job SummaryWe are seeking a skilled Transfer Pricing Specialist to join our team at Pkf Australia. As a key member of our Tax service, you will be responsible for addressing the transfer pricing consulting and compliance needs of our clients.About the RoleThe Transfer Pricing Assistant Manager/Manager reports to Directors and Partners and is primarily...

  • Transfers Specialist

    2 weeks ago


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

    About the RoleWe 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 accuracy and timeliness of transfer instructions.Key ResponsibilitiesProcess daily transfer instructions, ensuring all instructions are delivered in a timely manner.Maintain...

  • Transfers Specialist

    2 weeks ago


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

    About the RoleWe 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 smooth processing of transfer instructions and maintaining accurate records.Key ResponsibilitiesProcess daily transfer instructions, ensuring timely delivery and...

  • Transfers Specialist

    3 weeks ago


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

    About the RoleWe 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 smooth processing of transfer instructions and maintaining accurate records.Key ResponsibilitiesProcess daily transfer instructions, ensuring timely delivery and...

  • Transfers Specialist

    3 weeks ago


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

    About the RoleWe 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 smooth processing of transfer instructions and maintaining accurate records.Key ResponsibilitiesProcess daily transfer instructions, ensuring timely delivery and...


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

    About the RoleWe 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 accuracy and timeliness of transfer instructions.Key ResponsibilitiesProcess daily transfer instructions, ensuring all instructions are delivered in a timely manner.Maintain...

  • Transfers Specialist

    3 weeks ago


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

    About the RoleWe 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 ResponsibilitiesProcess daily transfer instructions, ensuring all instructions are delivered in a timely...

  • Transfers Specialist

    2 weeks ago


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

    About the RoleWe 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 accuracy and timeliness of transfer instructions.Key ResponsibilitiesProcess daily transfer instructions, ensuring all instructions are delivered in a timely manner.Maintain...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Asset Transfer Support AnalystOur client, a global tier-one Wealth Management firm, is seeking an Asset Transfer Support Analyst to join their Melbourne Operations Team on an initial 6-month contract.This role sits within the Australian Operations Team and involves a diverse set of responsibilities, including correctly settling and recording transactions,...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time

    About the RoleWe are seeking an experienced KYC Specialist, Transfer Agency to join our team in Melbourne. As a key member of our Compliance team, you will play a critical role in developing and implementing an AML/CTF program for our Australian Transfer Agency.Key Responsibilities:Develop and implement AML/KYC program requirementsEnsure the AML/KYC program...


  • Melbourne, Victoria, Australia GTAL Full time

    About This RoleWe are seeking a highly skilled Transfer Pricing Specialist to join our team at Grant Thornton Australia. As a key member of our Transfer Pricing team, you will play a critical role in delivering practical, commercial, and tax-effective advice to our international clients.Key ResponsibilitiesDevelop and implement transfer pricing planning...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time

    About the Role:We are seeking an experienced AML Specialist to join our team in Melbourne. The successful candidate will play a key role in developing and implementing an AML/CTF program for the Australian Transfer Agency, ensuring compliance with Australian anti-money laundering regulations and guidelines.Key Responsibilities:Define and implement AML/KYC...


  • Melbourne, Victoria, Australia GTAL Full time

    About This RoleWe are seeking a highly skilled Transfer Pricing Specialist to join our team at Grant Thornton Australia. As a key member of our Transfer Pricing team, you will be responsible for delivering practical, commercial, and tax-effective advice to our international clients.Key ResponsibilitiesDevelop and implement transfer pricing planning...


  • Melbourne, Victoria, Australia GTAL Full time

    About This RoleWe are seeking a highly skilled Transfer Pricing Specialist to join our team at Grant Thornton Australia. As a key member of our Transfer Pricing team, you will be responsible for delivering practical, commercial, and tax-effective advice to our international clients.Key ResponsibilitiesDevelop and implement transfer pricing planning...


  • Melbourne, Victoria, Australia GTAL Full time

    About the RoleWe are seeking a highly skilled Transfer Pricing Specialist to join our team at Grant Thornton Australia. As a key member of our Transfer Pricing team, you will be responsible for delivering practical, commercial, and tax-effective advice to a broad range of international clients.Key ResponsibilitiesDevelop and implement transfer pricing...