Funds Operations Associate - Flexible & Global Growth

Acclime; North Sydney Council; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible Work from Home

Birthday Leave

Wellness Day Leave

Job summary

Acclime is seeking a dynamic Operations Associate to join our Funds Management Team in the North Sydney Office. Reporting to the Operations Manager, you will help deliver service solutions for clients, support client transitions, and coordinate with service providers to ensure smooth onboarding and ongoing fund administration.

You'll work with Managed Investment Schemes and venture capital funds, develop process improvements, manage AML/KYC and CRS FATCA checks, and foster strong relationships

Qualifications

• Tertiary qualification or equivalent experience.
• Fund administration or equivalent preferred.
• Knowledge of how Managed Investment Schemes operate (preferred).
• Customer success focus with strong communication and relationship management skills.
• Strong organisational skills with a motivated and collaborative approach to work.

Responsibilities

• Partner with the Operations Manager for all fund clients.
• Maintain relationships with fund managers and assist with solutions.
• Facilitate onboarding of new fund clients.
• Open new trade and investment accounts.
• Coordinate with Finance and Compliance teams.
• Process applications, redemptions, AML (KYC) & CRS FATCA.
• Identify and facilitate system and process enhancements.

Skills

Customer success

Communication

Relationship management

Organisational skills

Education

Tertiary qualification or equivalent experience

Job description

Acclime is seeking a dynamic Operations Associate to join our Funds Management Team in the North Sydney Office. Reporting to the Operations Manager, you will help deliver service solutions for clients, support client transitions, and coordinate with service providers to ensure smooth onboarding and ongoing fund administration.

You'll work with Managed Investment Schemes and venture capital funds, develop process improvements, manage AML/KYC and CRS FATCA checks, and foster strong relationships