02 Oct
|
Euroz Hartleys
|
Perth
02 Oct
Euroz Hartleys
Perth
Perth
Banking & Financial Services
Full Time (Permanent)
Salary: Salary dependent on experience
- Modern CBD office with onsite gym and additional perks
- Build a long term career in ‘the engine room’
- Supportive and cooperative team culture
Seeking a detail-oriented Operations Support Officer to join our expanding team in a specialist back-office trading support role.
About Euroz Hartleys Limited
Euroz Hartleys is Western Australia’s leading financial services firm, entering an exciting new chapter as we evolve into a dedicated Private Wealth business. Our team of more than 55 Private Wealth Advisers brings deep experience, specialist expertise and a shared commitment to helping clients achieve their financial goals.
We are proud to be recognised as an employer of choice, having been named Employer of the Year at the 2024 Women in Wealth Awards, followed by a Highly Commended recognition in 2025 and finalist status again in 2026.
As we continue to grow and shape the future of Private Wealth, we invite you to be part of our journey. Join us.
The opportunity: Operations Support Officer
Are you looking to build a long-term career in back-office trading support rather than a client-facing role?
As part of our continued growth, we are expanding our Operations team to support increasing transaction volumes and prepare for our strategic alliance with BMO (Bank of Montreal). This is an exciting time to join the business at a time of significant growth and increased deal flow.
As an Operations Support Officer, you will play a critical role in supporting the processes that underpin our trading and investment operations. This position provides exposure to a broad range of back-office functions, including institutional trade bookings, settlements, sponsorship and processing corporate actions.
Some of your duties will include:
- Accurately enter client orders, ensuring all required details are verified.
- Match client orders to market trades and investigate any discrepancies.
- Manage block allocations in DTCC CTM and IOS , including sending blocks for allocation.
- Monitor daily CHESS settlements and resolve unmatched transactions with participants, custodians, and internal teams.
- Process daily corporate actions
- Liaise with advisers, dealer assistants, CHESS, and share registries.
- Process Off Market Transfers
- Reconciling portfolios and help with stocks held in our nominee company.
- Create and maintain procedures related to settlements and sponsorship and bookings.
What you’ll gain
- A long-term career pathway within financial markets operations and trading support.
- The opportunity to join the business during a significant period of transformation.
- Exposure to a wide range of back-office functions.
- Comprehensive on-the-job training and support from an experienced team.
- Opportunity to develop specialist knowledge of financial markets and operational processes.
- A collaborative and supportive workplace
- The chance to build a rewarding career in an area that is essential to the success of financial markets, without the expectation of moving into a client-facing role.
About you
Being able to bring your whole self to work is important to us. At Euroz Hartleys we embrace our values of Relationships, High Performance, Integrity, Accountability and Respect.
You may currently be working in an administrative, processing, data entry, accounts, banking, insurance or operational support role and be looking for an opportunity to apply your attention to detail and problem-solving skills in a professional financial services environment.
To be successful in this role you will be able to display the following:
- 2 years' experience in an administrative, processing, data entry, accounts or operational support role.
- Flexibility to work varied hours as required, including early starts from 6:30am and, at other times, later start times with a finish time of up to 4:00pm.
- Strong numerical ability and confidence working with data.
- Excellent attention to detail and a commitment to accuracy.
- Well-developed problem-solving and analytical skills.
- The ability to identify discrepancies, investigate issues and work through solutions logically.
- Strong organisational skills and the ability to manage competing priorities.
- A reliable, methodical and professional approach to your work.
- Intermediate computer skills and the ability to learn new systems quickly.
- A willingness to learn, ask questions and develop new skills.
- An interest in financial markets or the share market (advantageous but not essential).
What we can offer
- Beautifully appointed office in QV1
- Free onsite Gym, Tennis Courts and Basketball court
- Discretionary bonus
- Range of employee benefits
- Team environment
- Work life balance
- Income protection insurance
Supporting a diverse workforce
We recognise the uniqueness of our employees, and the skills and experiences each and every member of our team can bring to Euroz Hartleys. We see the value of diverse voices and we are continuing our evolutional journey toward greater Diversity, Equity and Inclusion. We invite you to join us on this journey.
How to apply
If you feel you are a suitable candidate, please submit your application by clicking on the ‘Apply’ button.
All applications received will be treated with utmost confidentiality.
If you would like to discuss this opportunity further, please contact Gemma Crawford - Human Resources Manager on 08 9268 3049.
Please note, applications from recruitment agencies or individuals on a working holiday visa will not be considered.
Date Posted: 30 Sept 2026
📌 Operations Support Officer (Perth)
🏢 Euroz Hartleys
📍 Perth