Operations Specialist, Wealth Platform

Selfwealth by Syfe; Melbourne; Hybrid; AUD 70,000 - 90,000; Part time

Benefits offered by this job

Hybrid work

Learning budget

Wellbeing support

Flexible leave

Job summary

Selfwealth by Syfe is seeking an Operations Officer to join our hybrid Melbourne team. The role focuses on precise cash, trading and stock transfer activities, account maintenance, and collaboration with brokers and Customer Support to resolve issues end-to-end.

You will spot risks, identify inefficiencies and help implement improved processes while maintaining a proactive, ownership-driven approach. Strong attention to detail and collaborative problem-solving are essential in a fast-paced

Qualifications

• Experience in investment administration, wealth product operations, or a strong background in cash reconciliations.
• Strong attention to detail with good judgement.
• Proactive mindset with ownership mindset.
• Collaborative approach to problem-solving.

Responsibilities

• Process time-critical cash, trading and stock transfer activities accurately and on time.
• Manage reconciliations, settlements and account maintenance.
• Work closely with Customer Support, brokers and internal teams to resolve issues end-to-end.
• Spot risks, inefficiencies or errors early and help fix them.
• Contribute to improving operational processes and ways of working.
• Assist in implementing new processes or enhancements to existing workflows with the team.

Skills

Attention to detail

Ownership

Proactive mindset

Problem solving

Job description

Syfe is APAC's leading digital wealth platform, empowering people to build their wealth for a better future. Managing well over US $10 billion in assets and built on the pillars of access, advice and affordability, the platform caters to the different wealth needs of individuals with diversified portfolios, cash management solutions and brokerage. Syfe has operations in Singapore, Hong Kong and Australia, and is approaching half a million users.

About this role

At Selfwealth by Syfe, we keep investing simple — but running a great platform takes people who care deeply about getting the details right.

We're looking for an Operations Officer who brings precision, pace and ownership to their work. Someone who doesn't just process tasks, but actively looks for ways to improve how things run for customers and teammates alike.

What you'll do

• Process time-critical cash, trading and stock transfer activities accurately and on time
• Manage reconciliations, settlements and account maintenance
• Work closely with Customer Support, brokers and internal teams to resolve issues end-to-end
• Spot risks, inefficiencies or errors early — and help fix them
• Contribute to improving operational processes and ways of working
• Actively identifies inefficiencies within existing processes and suggests improvements.
• Assists in the implementation of new processes or enhancements to existing workflows, working closely with the team to ensure effective execution.

What we're looking for

• Experience in investment administration, wealth product operations, or a strong background in cash reconciliations.
• Strong attention to detail, balanced with good judgement
• A proactive mindset — you take ownership and look for better ways to work
• A positive, collaborative approach to problem-solving

How we work

At Syfe, we live by the 3Hs:

• Humility: We don't have all the answers, so we seek feedback, embrace challenges and encourage diverse perspectives to continuously improve and grow together.
• Hunger: We set high standards for ourselves, looking to learn, grow and multiply our impact, while appreciating every opportunity and success along the way.
• Hustle: We drive results collaboratively with passion and perseverance, pushing the limits of innovation to ensure the best outcomes and solutions for our customers.

How we invest in you

• Hybrid work and modern offices
• Learning budget and clear pathways for career growth
• Wellbeing support and flexible leave

You'll join a team that values ownership, urgency and continuous improvement — where people are trusted to do great work, improve how things run, and make a real impact on customer outcomes.

If you're excited about this role, we'd love to hear from you.

Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad .