Transfer Operations Specialist

1 week ago

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

**Company Overview**

AU | FNZ (Australia) Pty Limited is a global leader in wealth management, providing a platform for financial institutions and wealth managers to deliver investment services to their clients.

We pride ourselves on opening up wealth so that everyone, everywhere can invest in their future on their terms. Our growth platform integrates modern technology with business and investment operations, all within a regulated financial institution.

With over 650 financial institution partners and 12,000 wealth managers, we help over 20 million people from all wealth segments to invest in their future.

**Salary**

We offer a competitive salary of $80,000 - $110,000 per annum, depending on experience, as well as excellent benefits including full comprehensive health insurance, life insurance, additional annual leave days after your first 12 months, sick days, and more.

**Job Description**

As a Transfer Operations Specialist, you will play a vital role in our team, ensuring the smooth operation of transfer instructions. Your attention to detail and proactive approach will be essential in maintaining accurate and timely processing of transfers.

You will be responsible for:

  1. Process daily transfer instructions, ensuring all instructions are delivered in a timely manner;
  2. Maintain records to ensure transparency to regulators and external auditors;
  3. Monitor group emails and internal case logs to address issues and provide updates;
  4. Review breach and KPI reports and take ownership of exceptions;
  5. Assist with other projects and tasks as required to facilitate the smooth operation of the team and Operations.

**Required Skills and Qualifications**

To be successful in this role, you will need:

  • Previous experience in custody operations or a similar role;
  • Familiarity with financial markets and wealth management products;
  • 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.

**Benefits**

We offer a hybrid 3+2 model combining working from the office and from home, allowing you to achieve a better work-life balance. You will also have access to a range of benefits, including:

  • Competitive salary and bonuses;
  • Full comprehensive health insurance and life insurance;
  • Additional annual leave days after your first 12 months;
  • Sick days and other leave entitlements;
  • Professional development opportunities;
  • Access to our global career opportunities across our offices in Australia, New Zealand, China, and more.

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