Job Description

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.

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Key responsibilities will include:

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



coaching and performance management while building a team-oriented and high-performing team culture.
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You will be an experienced operational leader who enjoys managing teams and creating structure within busy, high-volume administrative environments.

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Ideally, you will bring:

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

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

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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 (Victoria)
🏢 u&u. Recruitment Partners
📍 Victoria