Job Title: Registry Services Coordinator
We are seeking a highly organized and detail-oriented individual to join our operations team. As a key member, you will be responsible for ensuring that service level agreements (SLAs) and client deliverables are met with precision and efficiency.
Key Responsibilities:
- Set up and maintain investor accounts with meticulous attention to detail.
- Build and maintain strong relationships with clients.
- Conduct Know Your Customer (KYC) checks in adherence to Anti-Money Laundering (AML) procedures.
- Ensure compliance with relevant legislation and regulatory requirements.
- Generate and distribute investor statements.
- Lodge quarterly and annual reports for the Australian Taxation Office (ATO).
- Set up receipts and payments, with a keen eye for reviewing financial transactions.
- Scan, file, and archive registry records in an organized manner.
- Adhere to and implement Standard Operating Procedures.
- Provide feedback on process improvements and suggest enhancements to increase efficiency and reduce risk. Collaborate with business analysts to request changes and automation opportunities.
Requirements & Attributes:
- At least 2 years of registry experience in a custody, fund administrator, or fund manager environment.
- Strong client service, time management, organizational, and problem-solving skills.
- Desire to build a successful career in funds administration.
- Sound judgement, initiative, and adaptability to changes.
- Excellent interpersonal, communication, and customer service skills.
- Demonstrated ability to work independently and cooperatively as part of a team (supervisory experience preferred).
- Proficient in Microsoft Outlook and Excel, with excellent keyboard and computer skills.
- Articulate thoughts and information in a concise, rational, and professional manner.
- High attention to detail.
- Ability to identify opportunities for process improvement and automation. Experience with systems/services such as Paxus, Calastone, MFunds.
What's it like to work here?
We pride ourselves on creating a culture and work environment that is supportive, values diversity, inclusion, flexibility, and blended working. We prioritize the health and wellbeing of our people and foster pathways for continuous learning and skill development, providing tools for career growth and personal development.