Transaction Services Operations Specialist
3 weeks ago
The role is situated within a leading global wealth management firm in Melbourne. This contract position will provide assistance to the Transaction Services operations team for an initial 12-month period. Following this, the position will evolve to incorporate project work in addition to processing duties. The team is responsible for managing key functionalities, including cash payments, funding positions, settlements, and bookings across Wealth Management Businesses. As a key support role in a fast-paced environment, the ideal candidate will have the opportunity to cross-train on other functions and participate in projects. To be successful in this role, candidates should possess around 2-4 years of experience in a wealth management operations, payments, or equity operations role, with some exposure to project work and an interest in projects, such as project support or coordination. Key responsibilities include timely and accurate processing of payments and journals, error-free submission of daily liquidity reports and payments reports, daily management of client cash payments requests, and addressing advisors' enquiries on payments and journals. Additionally, the role requires a good understanding of client asset segregation rules and related regulatory requirements. The ideal candidate will also possess project management experience, although this is not mandatory. Knowledge of domestic equity settlements or IRESS is a significant plus. In terms of qualifications, a desirable tertiary qualification in Finance or Commerce is preferred. Furthermore, experience in financial markets, particularly exposure to trading, is highly regarded. A solid understanding of regulatory rules and their application to the business, as well as an understanding of various legislation and regulations within the financial services industry, such as ASX rules, AML, KYC, FATCA, and CRS requirements, is also essential.
-
Transaction Services Operations Specialist
2 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeJob SummaryWe are seeking a skilled Transaction Services Operations Specialist to join our team in Melbourne. The successful candidate will provide support in the Transaction Services operations team, working with a leading global wealth management firm.The role involves timely and accurate processing of payments/journals, error-free submission of daily...
-
Transaction Services Operations Specialist
3 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeRole OverviewAnton Murray Consulting is seeking an experienced Transaction Services Operations Specialist to join their team in Melbourne. This initial 12-month contract role will provide support in the Transaction Services operations team, with opportunities to cross-train on other functions and get involved in projects.Key ResponsibilitiesTimely and...
-
Transaction Services Operations Specialist
4 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeJob SummaryWe are seeking a highly skilled Transaction Services Operations Specialist to join our team at Anton Murray Consulting. This is a key support role in a fast-paced environment, with the opportunity to cross train on other functions and get involved in projects.Key ResponsibilitiesTimely and accurate processing of payments/journals.Error free...
-
Transaction Services Operations Specialist
4 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeJob Summary: We are seeking a highly skilled Transaction Services Operations Specialist to join our team in Melbourne. As a key member of our Wealth Management Operations team, you will be responsible for managing cash payments, funding positions, settlements, and bookings across our Wealth Management Businesses.Key Responsibilities:Timely and accurate...
-
Transaction Services Operations Specialist
5 days ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeWealth Management in Melbourne offers an exciting 12-month contract role in Transaction Services operations. In the first year, you will focus on processing tasks, and then expand your skills to project work. The team provides essential support for managing cash payments, funding positions, settlements, and bookings across Wealth Management Businesses.This...
-
Transaction Services Operations Coordinator
3 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeJob DescriptionWe are seeking a highly skilled Transaction Services Operations professional to join our team in Melbourne. The successful candidate will provide support in the Transaction Services operations team, working with a leading global wealth management firm.The team covers key functionalities including managing cash payments, funding positions,...
-
Transaction Reporting Specialist
3 weeks ago
Melbourne, Victoria, Australia Pepperstone Full timeAbout the RoleWe are seeking a highly skilled Transaction Reporting Specialist to join our team at Pepperstone. As a key member of our compliance team, you will be responsible for ensuring that our global transaction reporting obligations are met through diligent processing and monitoring.The ideal candidate will have a deep understanding of transaction...
-
Financial Transactions Specialist
20 hours ago
Melbourne, Victoria, Australia Hassett Full timeAbout Hassett and the Financial Transactions Specialist RoleHassett is a global specialty pharmaceutical group dedicated to developing and commercializing treatments for patients with genetic, metabolic, and life-threatening disorders. Based in Melbourne, they are seeking a skilled Financial Transactions Specialist for a 6-month fixed-term contract, with...
-
Corporate Transactions Specialist
4 days ago
Melbourne, Victoria, Australia Michael Page Full timeUnlock Your Potential in Global LawWe are seeking an experienced Corporate Transactions Specialist to join our dynamic team at Michael Page. This exciting role offers a unique opportunity to work with a leading global law firm, renowned for its expertise in corporate transactions.About Our FirmAs a top-tier UK law firm, we pride ourselves on delivering...
-
Transaction Reporting Specialist
4 weeks ago
Melbourne, Victoria, Australia Pepperstone Full timeAbout the RoleWe are seeking a highly skilled Transaction Reporting Specialist to join our team at Pepperstone. As a key member of our compliance team, you will be responsible for ensuring that our global transaction reporting obligations are met through diligent processing and monitoring.Your Key ResponsibilitiesEnsure that Pepperstone meets its global...
-
Transaction Reporting Specialist
2 weeks ago
Melbourne, Victoria, Australia Pepperstone Full timeAbout the RoleAt Pepperstone, we're seeking a highly skilled Transaction Reporting Specialist to join our team. As a key member of our compliance team, you will be responsible for spearheading the enhancement of our global transaction reporting responsibilities.Your Key ResponsibilitiesEnsure that Pepperstone meets its global transaction reporting...
-
Customer Service and Support Specialist
2 hours ago
Melbourne, Victoria, Australia Probe Operations Pty Ltd Full timeCompany OverviewAt Probe Operations Pty Ltd, we're driven by a passion for delivering exceptional customer experiences. Our team is dedicated to providing innovative solutions that empower individuals and businesses alike. With a strong focus on customer satisfaction, we strive to make a positive impact in the lives of our clients.About the RoleWe are...
-
Transaction Reporting Specialist
4 weeks ago
Melbourne, Victoria, Australia Pepperstone Full timeAbout the RoleWe are seeking a highly skilled Transaction Reporting Specialist to join our team at Pepperstone. As a key member of our compliance team, you will be responsible for ensuring that our global transaction reporting obligations are met through diligent processing and monitoring.Your Key ResponsibilitiesEnsure that Pepperstone meets its global...
-
Financial Transaction Specialist
4 weeks ago
Melbourne, Victoria, Australia Insignia Financial Full timeAbout the RoleWe are seeking a highly skilled Financial Transaction Specialist to join our team at Insignia Financial. As a key member of our team, you will be responsible for facilitating financial transactions in a client-centric role.Key Responsibilities:Prepare and ensure accurate net asset value calculation and daily unit prices in line with internal...
-
Transaction Reporting Specialist
2 weeks ago
Melbourne, Victoria, Australia Pepperstone Full timeJob DescriptionTransaction Reporting SpecialistPepperstone is seeking a skilled Transaction Reporting Specialist to join our team. As a key member of our compliance team, you will be responsible for ensuring the accuracy and timeliness of our transaction reporting obligations.Key Responsibilities:Ensure Pepperstone meets its global transaction reporting...
-
Infrastructure Transactions Specialist
2 days ago
Melbourne, Victoria, Australia KPMG Full timeAt KPMG, we're looking for a talented individual to join our Commercial Advisory & Transactions team as an Infrastructure Transactions Specialist - Strategic Advisor.This role involves providing financial and commercial advice on major infrastructure and real estate projects across every stage of the asset lifecycle, from investment decision and business...
-
Infrastructure Transactions Specialist
3 weeks ago
Melbourne, Victoria, Australia KPMGau Full timeAbout the RoleKPMGau's Commercial Advisory & Transactions team is seeking skilled professionals to join our team in Brisbane, Sydney, Canberra, Melbourne, and Perth.We are looking for talented individuals to work as part of a team in providing financial and commercial advice on major infrastructure and real estate projects across every stage of the asset...
-
Transaction Reporting Specialist
1 month ago
Melbourne, Victoria, Australia Pepperstone Full timeAbout the RoleWe are seeking a highly skilled Transaction Reporting Specialist to join our team at Pepperstone. As a key member of our compliance team, you will be responsible for ensuring that our global transaction reporting obligations are met through diligent processing and monitoring.You will take the lead in integrating new transaction reporting...
-
Infrastructure Transactions Manager
1 hour ago
Melbourne, Victoria, Australia KPMG Full timeCommercial Advisory & Transactions Team">KPMG's Infrastructure, Assets & Places group is a market leader in commercial, financial, transaction management and strategic advice to clients for their major infrastructure projects.">We provide financial and commercial advice on major infrastructure and real estate projects across every stage of the asset...
-
Financial Transaction Specialist
2 days ago
Melbourne, Victoria, Australia Healthscope Full timeAbout the Role:","Healthscope is seeking an experienced Financial Transaction Specialist to join their team in a dynamic and fast-paced environment.","Key Responsibilities:","","Manage debtor accounts for patients and health funds, ensuring timely payment of outstanding balances.","Respond to account queries from patients and health fund representatives,...