Job Description

Mutual Limited is seeking an Operations Coordinator to join our team. This is a varied, hands-on role supporting the smooth day-to-day running of the business, with responsibilities across client services, registry, trade support and office administration.

n

Reporting to the Managing Director, the role would suit someone who is organised, detail oriented, and enjoys working across a broad mix of responsibilities.

n

About Mutual Limited

n

Mutual Limited is a specialist investment manager focused on delivering strong, risk-aware outcomes for clients. We are a small, experienced team based in Melbourne, with a collaborative and practical working environment where everyone contributes across the business.

n

The role offers broad exposure to the day-to-day operations of an investment management business and the opportunity to work closely with senior team members, clients, and external service providers.

n

Key Responsibilities:

n

n
- Registry oversight - Liaise with our registry service provider to monitor investor transactions, resolve operational issues, and ensure provider adherence to SLAs, KPIs, and regulatory requirements.
n
- Client services - Manage incoming enquiries from clients, unitholders, and advisers, and assist with investor documentation and communications, including distribution and tax statements and trade/coupon confirmations.
n




- Trade & settlement support - Support the smooth settlement of internally managed mandated client trades across Austraclear, Northern Trust, Citi and Velocity, and provide holding and confirmation reports to the Portfolio Management team.
n
- Office & business support - Coordinate the day-to-day running of the office, including liaising with IT and building management, organising access, office supplies and equipment, and assisting with audit preparation, reporting and other business activities as required.
n

n

Skills & Experience

n

n
- 2+ years in a related role within financial services
n
- Solid organisational skills, attention to detail, and the ability to manage multiple priorities and see issues through to resolution
n
- Confident communicating with clients, advisers, service providers and internal stakeholders
n
- Strong Microsoft Office skills, particularly Excel, Word, and PowerPoint, with confidence working across systems, data, and reconciliations
n

n

Highly Regarded:

n

Experience with registry providers, investor administration, transaction processing or trade settlement (Austraclear, custody platforms); familiarity with AML/KYC and financial services compliance.

n

This is a full-time, office-based role in Melbourne; flexible or part time arrangements may be considered for the right candidate. Applicants must have full working rights in Australia and be based in Melbourne.

📌 Operations Coordinator (Victoria)
🏢 Mutual
📍 Victoria