Job Description
Acclime is looking for a dynamic individual to join our Funds Management Team as an Operations Associate in our North Sydney Office.
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Reporting directly to the Operations Manager, you will act with the view of being a key member of the Operations team, continually looking to understand our clients evolving needs and reacting by developing a comprehensive service solution to meet these needs.
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Additionally, you will also support the implementation of client transitions. This will require project management, as well as collaboration and coordination with service providers to deliver service excellence.
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Specifically, you will be working with Managed Investment Schemes and Early Stage Venture Capital Limited Partnerships (various unlisted wholesale funds).
Responsibilities: n
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Work closely with the Operations Manager for all fund clients.
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Maintain relationships with fund managers and assist with solutions.
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Facilitate new fund client onboarding.
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Open new trade and investment accounts.
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Coordinate and collaborate with the Finance and Compliance teams.
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Process applications, redemptions, AML (KYC) & CRS FATCA.
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Identify and facilitate system and process enhancement.
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What are we looking for? n
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Tertiary qualification (or equivalent experience).
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Fund administration or equivalent is preferred.
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Knowledge of how Managed Investment Schemes operate (preferred).
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Customer success focused with strong communication and relationship management skills.
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Strong organisational skills with a motivated and cooperative approach to work.
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Here's what makes this role a winner: n
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Be part of a globaland expandingcompany with ample growth opportunities,
professionaldevelopmentand
the chance to build a meaningful network.
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Exposure to a diverse range of clients.
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Join a team with a focus on collaboration, a forward-thinking approachand a
highvalueforinnovation.
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We support flexible and work from home arrangements that empower you to perform at your best.
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We champion a healthy balance through meaningful initiatives like Birthday Leave and Acclime Wellness Day Leave.
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📌 Operations Associate (Sydney)
🏢 Acclime
📍 Sydney