About the Role
The Operations Administrator is a key member of the Fund Service team, overseeing and maintaining the daily administration tasks of the Funds Services Trusts. This role involves monitoring inboxes, handling operational requests, and providing support to the team.
Responsibilities
- Develop and maintain client/External Service provider relationships.
- Provide administrator support for banking platforms, including password resets, user access management, and permission assignments.
- Assist clients with daily Trust management by educating them on requirements, procedures, AML/CTF obligations, and payment instructions.
- Respond promptly to client requests and ensure timely distribution of Trust-related communications and documentation.
- Generate transaction reports, reconcile bank statements, and provide financial account information.
- Liaise with clients, lawyers, accountants, auditors, the ATO, and bank relationship managers to resolve Trust matters.
- Assist with Trust onboarding by establishing registrations, opening bank accounts, and setting up banking platform access.
- Maintain accurate client and Trust records, including managing access permissions and updating contact details.
- Monitor outstanding BAS/IAS/ITR obligations and administer PPSR records.
- Manage allocated projects and support Risk & Compliance initiatives.
- Monitor team inboxes, maintain up-to-date Trust documentation and data, and collect key Trust information.
- Coordinate with the Payments team for timely payment processing and review payment instructions.
- Arrange execution of fund documentation with key stakeholders.
- Ensure clients are successfully onboarded to the ZOHO payments portal.
Requirements
- Client management skills and experience required.
- Administration skills and experience required.
- Strong understanding of Trust structures, related documentation, and legal and compliance obligations.
- Excellent written and verbal communication skills.
- Exceptional stakeholder management abilities.
- Strong organizational, facilitation, problem-solving, and critical-thinking skills.
- Solid understanding of business processes and operational requirements.
- Highly self-motivated, proactive, and capable of working both independently and collaboratively.
- Exceptional attention to detail.
- Ability to manage competing priorities, meet targets and deadlines.
- Deliver accurate, high-quality outcomes in a fast-paced environment.
- Fundamental awareness of one's own worldview and acknowledgement that different world views exist.
- Demonstrate an ability to communicate with respect, empathy and openness.
- Willingness to engage with and contribute to the inclusive culture.
- Compliance with AMALs Information Security policies and procedures.
- Compliance with WHS Policies and Procedures and all WHS legislative requirements.
Skills
- Client management
- Administration
- Trust structures
- Legal and compliance obligations
- Written communication
- Verbal communication
- Stakeholder management
- Organizational skills
- Facilitation skills
- Problem-solving
- Critical-thinking
- Business processes
- Operational requirements
- Attention to detail
- Managing competing priorities
- Meeting targets and deadlines
Work Type
- Permanent
- Flexible working arrangements
Education Level
- Law/Business/ Accounting/ Economics degree preferred but not required.
Salary/Compensations
- Motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
Benefits
- Comprehensive remuneration and pension
- Additional social benefits including a CHESS club, EAP support, and fitness program
- 20 days paid leave plus all statutory public holidays
- Learning and development programmes and systems (including PowerU and MyCampus)
- Hybrid working approach
About the Company
- We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.
- We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 billion.
- We work with 13 of the world’s top-15 private equity firms.
- Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
- Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
- We’re driven by our Group purpose, to power people and possibilities.
- Sustainability is integral to our strategy and operations.
- We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
- We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential.
- We’re committed to growing relationships with our clients and supporting them in achieving their objectives.
Equal Opportunity
- Awareness of personal attitudes, values, beliefs, biases, and assumptions about others
- Knowledge of the various dimensions of diversity, including gender, race, and ethnicity
- Acknowledging that people from other cultural groups may not share the same beliefs and practices or perceive experiences in the same way
- Demonstrate an ability to communicate with Respect, empathy and openness to effectively interact with people across cultures, ranges of ability, genders, ethnicities, and races
- Effectively creating a psychologically safe work environment for all in context to both specialist mini teams and the wider organisational enablement of cross-team functionality.
