Due to internal promotion, this opportunity exists for an experienced Operations leader to step into this well-established financial services organisation. Leading a team of approximately 15 across Investment Services, you will be responsible for ensuring the efficient delivery of high-volume administrative operations. This role will have a strong focus on workflow and capacity management, process improvement, prioritisation and ensuring the team consistently delivers accurate and timely outcomes.

Key responsibilities will include:

- Manage daily workflow, capacity and competing priorities across the team;
- Allocate work and resources to ensure service levels and deadlines are consistently achieved;
- Monitor team output, productivity, quality and turnaround times;
- Understand fluctuations in supply and demand across investment administration and proactively adjust resources and priorities;
- Identify workflow bottlenecks and implement practical solutions to improve operational efficiency;
- Review, document and continuously improve processes and procedures;
- Ensure compliance with key regulatory obligations (inc: APRA, ASIC, AML/CTF regulations);
- Work closely with key stakeholders across Investment Services to understand upcoming requirements and resource needs; and
- Provide strong people leadership,



coaching and performance management while building a team-oriented and high-performing team culture.

You will be an experienced operational leader who enjoys managing teams and creating structure within busy, high-volume administrative environments.

Ideally, you will bring:

- Demonstrated experience managing a sizeable administration, operations or processing team;
- Strong workflow, capacity and resource management experience;
- Experience within financial services, investments, funds management, superannuation or a similarly complex environment;
- Strong knowledge of regulatory environment, and compliance requirements relevant to Australian Financial sector;
- Proven experience identifying operational inefficiencies and implementing process improvements, including the development and documentation of procedures; and
- Excellent stakeholder management and communication skills.

At u&u; Recruitment Partners, we value diversity, equity and inclusion.

We welcome applications from Aboriginal and Torres Strait Islander people, people with diverse cultural and linguistic backgrounds and people with disability.

Should you require reasonable adjustments or have a preferred method of communication throughout the recruitment process, we encourage you to make a request.

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📌 Operations Lead – Investment Services (Melbourne)
🏢 u&u. Recruitment Partners
📍 Melbourne