Sydney Wealth Management Contract or Temporary
Our client, a leading full services wealth management firm, is seeking a junior data analyst to support the Head of Account Management projects team on an initial 12-month contract.
The role involves tracking core tasks, including regulatory driven processes and new digital initiatives, using data across multiple systems to generate metrics and reporting for team and decision making, as well as control reports to maintain process governance.
Responsibilities:
* Prepare Management Information (MI) to support functions in Australia.
* Maintain data to support process tracking, analysis, insights, and oversight across functions in Australia.
* Liaise with stakeholders to enhance controls within commonly used Wealth Management Tools.
* Provide support on Change Projects, presentations, data remediation, and procedures.
* Conduct ad-hoc data analysis and implement data remediation actions as required.
* Support the Head of Account Management with enhancing regulatory reviews and processes that require Adviser engagement and client outreach.
Requirements:
* Strong MS Excel skills. Intermediate knowledge of VBA highly desirable.
* High attention to detail and an analytical mindset.
* Self-motivated and enthusiastic.
* Ability to adapt and work efficiently in a fast-paced environment.
* Ability to work both independently and as part of a broader team.
* Strong communication skills, both written and oral.
Education and Experience:
* Bachelor's degree required or equivalent education or experience.
* 1-3 years plus relevant working experience in the financial services industry preferred.
* Ideally with previous experience in a role that required data analysis.
This is a contract position with the intention of extension/transition to a permanent role. Candidates must have full working rights and meet the minimum requirements outlined above.