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Operations Associate

2 months ago

Sydney, New South Wales, Australia Workforce Australia for Individuals Full time

Are you looking to take your next step in the financial services industry? Our client, Workforce Australia for Individuals, is currently seeking an Operations Associate to join their team as they undergo a period of growth. They specialize in helping individuals unlock the equity they have built up in their homes through reverse mortgage lending. They operate on the principles of celebration, optimism, trust, approachability, and spirit.

Your New Role:
  • Develop and implement smooth operational processes that support the business's growth.
  • Run the day-to-day 'middle office' functions, ensuring seamless execution.
  • Verify that applications are complete and meet agreed criteria, maintaining high standards of quality.
  • Review accompanying documents, such as customer identification, bank statements, and title documents, to ensure accuracy and compliance.
  • Assist with various compliance and regulatory processes, including KYC/AML, reporting, and credit licensing, to maintain a strong reputation.
  • Provide sales support, including sales funnel management, tracking, and follow-up, to drive business growth.
What You'll Bring:
  • Exceptional attention to detail, ensuring accuracy and precision in all tasks.
  • Ability to work with minimal supervision in a fast-paced environment, demonstrating self-motivation and discipline.
  • Interest in working in financial services, with a passion for helping individuals achieve their goals.
  • Growth mindset, with a willingness to learn and adapt to new systems, processes, and products.
  • Solutions-focused, engaging, and consultative team player, with a collaborative and supportive spirit.
  • Able to take on additional tasks and responsibilities, demonstrating a proactive and flexible approach.
What You'll Get:
  • Opportunity to join a dynamic, entrepreneurial company with a supportive and welcoming team culture.
  • An empowered work environment that values employee growth and development.
  • Career growth opportunities, with a focus on employee success and satisfaction.
  • Thorough onboarding and training, with a comprehensive induction program.
  • A hybrid work model, allowing for flexibility and work-life balance.