Operations Associate

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 looking for a dynamic individual to join our Funds Management Team as an Operations Associate in our North Sydney Office.

Reporting directly to the Operations Manager, you will act with the view of being a key member of the Operations team, continually looking to understand our clients evolving needs and reacting by developing a comprehensive service solution to meet these needs.

Additionally, you will also support the implementation of client transitions. This will require project management, as well as collaboration and coordination with service providers to deliver service excellence.

Specifically, you will be working with Managed Investment Schemes and Early Stage Venture Capital Limited Partnerships (various unlisted wholesale funds).

Responsibilities:

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

What are we looking for?

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

Here’s what makes this role a winner:

• Be part of a globaland expandingcompany with ample growth opportunities, professionaldevelopmentand the chance to build a meaningful network.
• Exposure to a diverse range of clients.
• Join a team with a focus on collaboration, a forward-thinking approachand a highvalueforinnovation.
• We support flexible and work from home arrangements that empower you to perform at your best.
• We champion a healthy balance through meaningful initiatives like Birthday Leave and Acclime Wellness Day Leave.