Financial Operations Specialist
1 month ago
The role of a Financial Operations Specialist at The Recruitment Council requires an individual to provide exceptional support to a wealth manager. This involves effectively managing deadline-driven tasks with client-centricity and professionalism at the core of operations.
As a strategic partner to the wealth manager, the successful candidate will meticulously handle deadlines, paperwork, and operational details to enhance the overall service provided to clients.
This position demands a high level of attention to detail and the ability to work under pressure. Specific qualities needed for this role include a strong understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA.
Required Experience:
- 3-5 years working experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative tasks or within administration with a focus on high volume tasks and responsibilities.
- Experience in and solid knowledge of the financial planning environment, including a deep understanding of Section 14 and offshore knowledge.
- Commerce or financial degree from a reputable tertiary institution.
- Achieving the CFP designation is advantageous as well as holding a RE5 qualification.
- Proficiency in MS Office Suite, including Teams, Word, Excel, PowerPoint, Outlook, and Sharepoint.
- XPlan proficiency is also advantageous.
The estimated salary for this role is around $60,000 per annum, depending on location and qualifications.
Becoming a Financial Operations Specialist at The Recruitment Council offers numerous benefits, including career growth opportunities and the chance to work in a dynamic environment.
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