Wealth Management Project Support Contractors
About the Role
A leading global wealth management firm seeks two contractors to assist with client account maintenance. The candidates will work closely with multiple stakeholders to achieve desired outcomes for clients.
Key Responsibilities
* Ensure all daily processes and SLAs are met within applicable timeframes
* Maintain a culture of high performance and excellent service for both internal and external clients
* Contribute to additional administration projects as requested by management
* Provide exceptional client service support to internal and external clients alike
* Liaise with various departments across the wealth management business to execute client static updates accurately within SLAs
* Liaise with processing center and uphold Operations process quality and accuracy
* Manage client migration and position transfers, including Chess sponsorship
Qualifications and Experience
* Desirable tertiary qualification in Finance or Commerce
* Financial markets experience, especially knowledge on asset transfer/sponsorship is highly regarded
* Understanding of regulatory rules and their application to the business
* Knowledge of financial services industry legislation and regulations (ASX rules, AML, KYC, FATCA, CRS requirements)
Key Competencies/Skills
* Strong investigative, analytical, and problem-solving skills
* Awareness of risk, with clear focus on control and timely escalation of risk items to management
* Attention to detail and deadline orientation
* Excellent teamwork skills, outgoing, and motivated
* Effective organisational skills
* Proficient Microsoft Office skills, with experience in spreadsheets, formulae, and pivot tables
* Team player, able to collaborate across multiple operational areas
* Taking ownership and setting expectations in line with business and team objectives
* Demonstrate highest level of ethical standards
* Excellent overall communication abilities