Senior Investment Operations Officer - 6-month contract

Succession Recruitment Pty Ltd

Wealth Platform firm seeking an experienced Snr Investments Opts Officer with exposure to Equity Settlements, Corporate Actions & Platforms and GWP!

  • Wealth Management Platform
  • Salary $90 - 110,000 per annum
  • Exposure to Global Wealth Platform (GWP) will come highly regarded! 
Exciting plans are in all in a day’s work with one of Australia's leading Platform providers of Investment & Superannuation solutions. They are about to experience the transition of multiple Front & Back Office systems onto one Platform. In this role you will be responsible for ensuring that the effective service outcomes are achieved through seamless platform administration which aims to exceed the expectations of their clients.
This is not a large multinational company, so you'll gain exposure to the entire business operations, as well as being acknowledged as a key member of the management team. The Senior role makes the difference in helping/backing up the operational managers so you'll need to be a person who thrives on a good healthy dose of pressure and responsibility, plus be able to manage a small Investment Administration team.

Responsibilities of position:  
  • Support the Managers with the transition of multiple Front & Back Office systems onto one Platform. 
  • Work as a quasi-Team Leader supporting the team while the Operational Managers focus on One Platform
  • Initiative and think laterally in order to creatively solve problems.
  • Handle client enquires, escalations and complaints- proactively pursue “service recovery” action where normal processes have failed.
  • Proactively review current business procedures- ensure documentation current, accessible to team and facilitate the introduction of new processes where appropriate.
  • Involvement and coordination of assigned team projects as required.  
It is essential that the incumbent of this role has:   
  • 5- 10 years; investment ops experience.
  • Trading, Settlements, Corporate Actions, Recs, General Investment Ops
  • Global Wealth Platform (GWP) will; come highly regarded!
  • Very client centric
  • High attention to detail
  • Has worked in an environment going through change and transformation.
  • High level of professionalism
  • Able to handle pressure, tight time frames
  • Adaptable, resilient,
  • Strong verbal and written comms skills
  • Great Team Player
This is huge role and very complex. It requires a multi-skilled person with a passion for Operations. Although challenging and very busy, you will experience a huge amount of job satisfaction at the end of every day. Please call John Hill on 0416 073 639