Transaction Services Operations Specialist
3 days ago
We are seeking a highly skilled and experienced professional to join our Transaction Services Operations team in Melbourne. As a key support role, you will be responsible for managing cash payments, funding positions, settlements, and bookings across our Wealth Management Businesses.
The ideal candidate will have around 2-4 years' experience in a wealth management operations, payments or equity operations role, as well as some exposure to project work and interest in projects. You will be responsible for timely and accurate processing of payments/journals, error-free submission for daily liquidity reports and payments reports, and daily managing of client cash payments requests and addressing advisors' enquiries on payments/journals.
Key Responsibilities:
- Process payments and journals in a timely and accurate manner
- Submit daily liquidity reports and payments reports with zero errors
- Manage client cash payments requests and address advisors' enquiries on payments/journals
- Ensure good understanding of client asset segregation rules and related regulatory requirements
- Perform additional ad-hoc project tasks as required by the head of transaction services
Requirements:
- 2-3 years of prior work experience in a relevant wealth management operations role
- Project management experience not mandatory, but seeking at least some exposure to project work and interest in projects
- Knowledgeable of domestic equity settlements or IRESS would be a big plus
Qualifications:
- Desirable tertiary qualification in Finance, Commerce
- With financial markets experience, especially exposure to trading would be highly regarded
- Understanding of regulatory rules and how they apply to the business
- Understanding of the various legislation and regulations within the financial services industry (ASX rules, AML, KYC, FATCA and CRS requirements) will be an added advantage
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