Melbourne-Based Operations & Client Services Coordinator

Mutual Limited; City of Melbourne; On-site; AUD 60,000 - 76,000; Full time

Job summary

Mutual Limited is seeking an Operations Coordinator to support the day-to-day running of the business across client services, registry, trade support and office administration in Melbourne. Reporting to the Managing Director, the role suits an organised, detail-oriented person who enjoys a broad mix of responsibilities and working with a small, collaborative team.

This hands-on, full-time position offers exposure to investment management operations and the opportunity to work with senior team

Qualifications

• 2+ years in a related role within financial services.
• Strong organisational skills and attention to detail.
• Confident communicating with clients, advisers and internal stakeholders.
• Strong MS Office skills with experience across Excel, Word and PowerPoint.

Responsibilities

• Registry oversight and liaison with registry service provider to monitor investor transactions and ensure regulatory compliance.
• Client services: manage enquiries from clients, unitholders and advisers, and assist with investor documentation and communications.
• Trade & settlement support: assist with settlement of internally managed client trades and provide holding/confirmation reports.
• Office & business support: coordinate day-to-day office operations and assist with audit preparation and reporting.

Skills

Organisational skills

Detail oriented

Client communication

Tools

MS Office (Excel, Word, PowerPoint)

Job description

Mutual Limited is seeking an Operations Coordinator to support the day-to-day running of the business across client services, registry, trade support and office administration in Melbourne. Reporting to the Managing Director, the role suits an organised, detail-oriented person who enjoys a broad mix of responsibilities and working with a small, collaborative team.

This hands-on, full-time position offers exposure to investment management operations and the opportunity to work with senior team