Information And Reporting Officer

1 week ago


Melbourne, Victoria, Australia Lgt Crestone Wealth Management Full time

Min Experience- 4 yearsYour team

The Risk, Legal & Compliance Team consists of 22 people based in Sydney and Melbourne
The team covers operational and credit risk, compliance, legal, information security, company secretarial and assurance functions
The RL&C team interact extensively with employees across the business
The RL&C team actively assist business, focusing on pragmatic solutions to deliver good risk and compliance insights and outcomes while driving business ownership as the first line of defence
This role is within the Risk & Compliance sub-team and its key stakeholders are the RL&C Leadership team

Your Role

The role's overall responsibility is to be a trusted adviser to Risk LT. It will deliver accurate and reliable data; develop and manage team, local and group reporting; partner with stakeholders in identifying appropriate information sources; and analysing data to support understanding, oversight and remediation is of emerging risk and compliance issues.
Key responsibilities include:

- Providing data analysis and project coordination support for day-to-day activities and our business process
- Identifying and executing on continuous improvement aspirations of the Risk and Compliance Team
- Performing targeted 'deep dive' data analysis, including data mining and/or data validation as required for special investigations, thematic reviews and periodic / ad hoc tasks using information from data sets for customers, accounts, transactions, and trade histories
- The construction / refinement of robust analytic solutions such as reporting / business intelligence dashboards, including documenting processes and procedures, training users and solution maintenance
- The construction and management of data entry interfaces including Microsoft Forms and their related underlying data sets
- Supporting team and group aligned project objectives, partnering with the Delivery Team as required
- Supporting the team to meet Group Reporting responsibilities, including coordinating and collating data submissions for meetings and forums on Risk, Compliance and ESG activities, liaising with Group counterparts, and attending meetings as required
- Supporting the team and wider business to fulfill local reporting responsibilities, including coordinating and collating data submissions and papers for the local Executive Risk & Compliance Committee, and attending meetings and taking minutes as required
- Supporting the RL&C team and key stakeholders across the business to manage data integration into LGT Group risk tools, and support the subsequent ongoing data management as required
- Adopt and centralise key data centric controls including staff trading and conflicts reporting

Your skills & experience
- 4+ years of relevant work experience in the financial services industry, data management roles or with a regulator, preferably with Wealth Management exposure
- Advanced Excel skills are essential
- Experience / proficiency with MS Access, MS Forms, Alteryx Server, Tableau, SharePoint, and SQL is highly desirable
- Exposure to / practical experience with risk and compliance management frameworks and processes is desirable
- Knowledge and practical experience of local financial services laws and regulations would be highly regarded
- Experience with Avaloq is beneficial

Your role competencies
- Strong written and verbal communication skills are essential
- Resilient, resourceful, and motivated self-starter who is flexible and adaptable, and has a pragmatic approach to issues
- Has good judgment with high integrity and ethical standards
- Strong collaborative approach to relationship management, who is able to work with and influence varied stakeholders
- High levels of accuracy and attention to detail with the ability to produce a high standard of work in a fast-paced evolving environment that can require multi-tasking and the management of diverse activities
- Strong analytical and problem-solving skills, including the ability to analyse complex systems and business processes, and identify efficiencies
- Possesses the ability to synthesize data from multiple sources, derive meaningful insights, and formulate actionable recommendations
- Excellent Excel / data skills with an ability to educate on both processes and outputs
- Ability to manage mini projects and deliver quality output to deadlines

Your qualifications
- Bachelor's degree in Commerce, IT, Data Science, Management, Finance or Law is desirable
- Relevant industry qualifications / certifications in analytics, Financial Services or project management are desirable


  • Reporting Officer

    1 week ago


    Melbourne, Victoria, Australia Ade Consulting Full time

    **Reporting Officer - Chemical testing Laboratory**SLS is looking for a suitably qualified Laboratory Technician/Reporting Office to join our NATA Accredited Environmental Testing Laboratory in Williamstown North. As part of the role, you will be required to report and validate results using the Laboratory Information Management System. To be suited for the...


  • Melbourne, Victoria, Australia Department Of Justice And Community Safety Full time

    About the RoleThe role of Information and Communications Officer supports the whole Commission and is essential to sustain our core function of completing law reform inquiries for delivery to the Attorney-General. Using your in-depth knowledge of legal databases and library operations, you will assist our legal researchers, policy officers and report...


  • Melbourne, Victoria, Australia beBeeNewswriter Full time $55,000 - $85,000

    News Writer PositionWe're seeking a talented news writer to join our team. The successful applicant will be a news obsessive who cares deeply about reporting, breaking and explaining the news to our audience.Main ResponsibilitiesWriting news stories for our website, with a focus on delivering high-quality content that resonates with readers.Creating engaging...


  • Melbourne, Victoria, Australia Hume Anglican Grammar Full time

    **Hume Anglican Grammar** **- About the school**:With growth comes opportunity. ?Advance your careerHume Anglican Grammar is a multi-campus co-educational Anglican Diocesan School offering education from Prep to Year 12 in the Northern growth corridor of Melbourne.??- Hume has an open enrolment policy so educates children from many faiths and with a diverse...


  • Melbourne, Victoria, Australia Department Of Education Full time

    **About the Department**The department provides a wide range of learning and development support and services.The department provides policy leadership, plans for the future of education in Victoria and leads key cross-sector collaboration. The department plays an important system steward role by providing support, guidance, oversight and assurance across...


  • Melbourne, Victoria, Australia beBeeDatabase Full time $60,000 - $84,000

    Job Title: Data Information OfficerAbout the Role:We are seeking a highly organized and detail-oriented administrator to provide vital support to our local office. This includes updating databases, maintaining client records, preparing reports and documents, and filing essential information.Main Responsibilities:Updating databases and client records with...


  • Melbourne, Victoria, Australia Department Of Families, Fairness And Housing Full time

    **THE ROLE**The Child Protection Central Information Point (CIP) Officer will work in a multi-disciplinary team co-located in the CIP Operations Unit in FSV, with staff from Victoria Police, Corrections Victoria, and the Magistrates' Court of Victoria, all of whom perform the role of CIP Data Custodians for their respective agencies. The CIP Data Custodians...


  • Melbourne, Victoria, Australia beBeeInformation Full time $72,200 - $119,662

    Job Title: Information Management OfficerAre you a skilled administrator looking for a new challenge? We have an exciting opportunity for an experienced Information Management Officer to join our team.We are seeking an individual with extensive experience in administrative support and information management.You will be responsible for the operational tasks...


  • Melbourne, Victoria, Australia Snowyhydro Full time

    Start Your Snowy StoryAre you ready to be part of a world-class project that's reshaping Australia's energy future? Snowy 2.0, the largest renewable energy initiative in the country, is an ambitious expansion of the iconic Snowy Scheme. Focused on providing on-demand power and vast storage capacity, this project is paving the way for a sustainable,...

  • Information Officer

    1 week ago


    Melbourne, Victoria, Australia Parliament Of Victoria Full time

    Information OfficerDepartment of the Legislative AssemblyAbout the roleThe Procedure Office provides support to the Chamber and senior officers within the Department and is responsible for answering inquiries from the Department's customers. Your key responsibilities will be providing high level customer service to internal and external customers,...