Asset Management Analyst Role
Sydney
We are seeking an experienced Asset Management Analyst to join our team on an initial 12-month contract with a potential extension to 24 months.
Key Responsibilities:
* Provide timely and professional responses to client queries related to TSD services.
* Serve as the primary point of contact for offboarding processes, ensuring clear communication with internal and external stakeholders.
* Lead business activities, such as corporate actions, to align with offboarding timelines.
* Develop project plans, including timelines, milestones, and deliverables, to ensure smooth client transitions.
* Create presentation slides and reports on key metrics and updates.
* Collaborate with internal teams to ensure seamless offboarding experiences.
* Maintain records related to offboarding processes for audit and review purposes.
* Identify areas for process improvement and implement changes to optimize offboarding experiences.
Requirements:
* Salesforce experience is mandatory.
* Experience in Account Management, Client Services, or Sales, preferably in the equities or share plan industry.
* Proficiency in software applications, including MS Office suite, JIRA, and Salesforce.
* Strong analytical, problem-solving skills, and attention to detail.
* Able to quickly digest information and make informed decisions.