Wealth Management Operations Analyst
7 days ago
Melbourne- Wealth Management- Contract or TemporaryOur client is a leading global wealth management firm seeking an Operations Analyst to join their Melbourne team on a 12-month contract.
The role is with the Risk and control team within Wealth Management Operations who are primarily responsible overseeing and providing governance for operational and business process including regulatory requirements.
The purpose of this role is to ensure a strong Risk and Control framework is managed within the Australian Domestic Operations team.
**Key responsibilities**:
- Perform daily trust and bank account reconciliations
- Perform daily margin lending, options and term deposit reconciliations
- Perform Trail commission reconciliation and allocation
- Ensure exceptions are resolved within agreed SLA by staff accountable for relevant breaks
- Appropriate escalation of exceptions/ aged items to controls and operations manager
**Qualifications and skills required**:
- Several years of experience in financial markets, ideally with direct experience in wealth management operations with a risk and control focus
- Previous experience in Trust account Reconciliation, Trail Commission management or Risk & Control within Wealth Management would be highly regarded
- Strong investigative, analytical and problem solving skills
- Understanding of the various legislation and regulations within the financial services industry (AML, FATCA, CRS, FOFA, etc.
- Proficient skills in Microsoft Office - experience of spreadsheets, formulae and pivot tables is advantageous
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