Manager, Platform Services

2 weeks ago

Sydney, New South Wales, Australia Fiducian Services Pty Ltd Full time $90,000 - $120,000 per year

Join us in delivering exceptional client service and operational excellence.

We are seeking a proactive and experienced Manager, Platform Services to lead and oversee the day-to-day operations of our platform administration functions. This pivotal role involves managing a team of Platform Services Administrators and ensuring the accurate, timely processing of superannuation, investment, and income transactions.

As a key leader in the business, you will liaise with internal and external stakeholders, contribute to ongoing platform projects, and ensure service levels are consistently met or exceeded. This role requires a strong operational mindset, deep financial services knowledge, and a passion for developing people and processes.

Key Responsibilities
  • Manage and lead the Platform Services team, ensuring daily tasks are completed to a high standard.
  • Oversee the administration of superannuation and investment transactions, including applications, rollovers, switches, and income streams.
  • Perform quality checks on processed transactions and ensure adherence to SLAs and regulatory requirements.
  • Update and reconcile client portfolios, resolving any discrepancies promptly.
  • Handle escalated client and adviser queries with professionalism and efficiency.
  • Collaborate with advisers, brokers, custodians, and fund managers to support smooth transaction processing.
  • Contribute to ongoing systems testing and operational projects to improve platform service delivery.
  • Train new platform users and provide onboarding support.
  • Prepare responses for custodians, auditors, and internal reporting as required.
  • Recruit, develop, and retain talent to support team performance and stability.
To Be Successful, You Will Have:
  • Minimum 5 years' experience in a similar management role within the Financial Services industry.
  • Tertiary qualifications in Finance, Business Administration, or a related field.
  • Strong people leadership skills with experience developing and motivating operational teams.
  • Proven track record in accurate, timely transaction processing.
  • Excellent communication skills with the ability to manage stakeholder relationships effectively.
  • A solution-focused approach with the ability to resolve complex administrative issues.
  • Commitment to high service standards and continuous improvement.
  • Exceptional time management and attention to detail in a fast-paced environment.

If you are ready to lead a key function within a growing and values-driven financial services organisation, apply now to become part of our supportive and collaborative team.

We offer a competitive salary package and a supportive work environment where your contributions will be recognised and rewarded.

To apply, click on the "QUICK APPLY" button and submit your resume and cover letter outlining your suitability for the role.

We look forward to reviewing your application and discussing how you can contribute to our organisation's success.

Immediate start is available for the successful candidate.

Only candidates eligible to work in Australia will be considered.

Only shortlisted candidates that meet the position criteria and requirements will be contacted.

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