Wealth Management

6 days ago

Melbourne, Australia Anton Murray Consulting Full time

Melbourne- Ancillary Areas- Contract or TemporaryOur client is a leading wealth management firm seeking a Operations Analyst for a long dated contract.

**Responsibilities**:

- Identifying process improvements
- Maintaining a culture of high performance and excellent service for both internal and external clients
- Client onboarding and account maintenance
- Contribute to additional administration projects as requested by management
- Provide exceptional client service support to internal and external clients alike
- Liaise with various departments across the wealth management business
- Deceased Estates processing
- Chess Sponsorship
- Intermediary & External Planner administration

**Key Competencies and skills**:

- Desirable tertiary qualification in Finance, Commerce.
- Minimum 2 years’ financial markets experience.
- Previous experience within similar Wealth Management role would be highly regarded.
- Experience in the production of procedure writing documents, spreadsheets
- Understanding of the various legislation and regulations within the financial services industry (AML, FATCA and CRS requirements)

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