Job Description

Kennedy Reid is partnering with a confidential financial-services client to appoint a highly organised Operations Administrator.n
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n This is a discreet search. The client's identity and fuller business context will be shared with suitably aligned candidates during the recruitment process.n
n The opportunityn
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n This is not a pure data-entry role. You will take ownership of a busy, detail-sensitive operational portfolio, ensuring documentation, financial administration and stakeholder activity are accurate, current and moving.n
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n The role will suit someone who enjoys bringing order to complex workflows, spots issues before they become problems, and can balance accuracy with responsive client service.n
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Key responsibilitiesn
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- Manage day-to-day operational administration across a portfolio of active client matters.
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- Review incoming requests, prepare documentation and coordinate required approvals or execution.
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- Process amendments, renewals, closures and other changes accurately and on time.
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- Prepare invoices, credit notes and related financial documentation.
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- Assist with receivables, payment follow-up, reconciliations and regular reporting.
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- Maintain accurate records across internal systems and document-management platforms.
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- Act as a qualified point of contact for clients, partners and internal stakeholders.
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- Identify process improvements and help keep workflows efficient as volumes grow.
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What you will bringn
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- 3-5 years' experience in operations or administration within banking, insurance or financial services.
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- Exposure to invoicing, receivables, reconciliations or financial administration.
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- A strong eye for detail and the confidence to question information that does not look right.
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- Experience managing high-volume, time-sensitive workflows.
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- Clear written and verbal communication with clients and stakeholders.
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- Strong Excel, Outlook and systems capability.
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- A proactive, commercially minded approach to problem-solving.
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Relevant backgrounds may include financial-services operations, insurance administration, banking, credit or lending operations, commercial property administration or another structured, client-facing commercial environment.n
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n Apply today or send your CV to [email protected]

📌 Operations Administrator | Financial Services (Sydney)
🏢 Kennedy Reid
📍 Sydney