Senior Unit Registry Administrator

Job title : Senior Unit Registry Administrator
Location : Docklands
Job type : Permanent
Salary : AU$40.00 - AU$45 per hour
Reference : 17576

A great opportunity has arisen for a Senior Unit Registry Administrator to join a market-leading superannuation administrator on an initial 6 month contract. Our client is located in Docklands and are committed to providing client solutions, underpinned by their investment in people, processes and technology.

Benefits

  • Join a market leader
  • Great working environment
  • Convenient CBD location
  • Working from home flexibilities

Overview

  • Provide exceptional service to all stakeholders while maintaining quality standards to ensure Service Level Agreements are met.

Key Accountabilities and Main Responsibilities

  • Assisting with running and supervision of the whole registry function including setting up and maintaining unit-holder records, validating unit-holder transactions, client reporting, assisting with the team's training and development and implementation of the unit registry system use and procedures
  • Investigating client and investor queries and assisting junior staff
  • Completion of Know Your Customer Checks and Anti-Money Laundering procedures
  • Regularly update policy documents, checklists, templates, and procedures to enhance compliance and reduce risk
  • Host training including annual AML refresher training
  • Regular and ad hoc reporting to clients and investors including statement generation and emailing / mailing
  • Adherence and implementation of the standard operating procedures, relevant legislation, and regulatory requirements
  • Daily scanning and filing of registry records
  • Lodgement of quarterly and annual reports for the ATO
  • Assist with training staff in application of agreed systems and processes to daily workflow

Experience & Personal Attributes

  • At least 3 years prior experience in unit registry for managed funds, superannuation funds, or experience in investor services or share registry services (processing of applications, redemptions, AML/KYC checks, transfers, investor record keeping)
  • Ability to research and analyse ad-hoc registry issues, update policy documents, checklists, templates, and procedures to enhance compliance and reduce risk
  • Excellent interpersonal skills; liaison with clients, investors, and other departments
  • Highly motivated with the ability to use own initiative and to multi-task
  • Willing to be hands on as well as review the work of more junior staff
  • Ability to mentor and motivate junior staff members

Don't miss out on this exciting opportunity! For a confidential discussion please contact Sean Ghadri at Fuse Recruitment on 0432 251 228 or sghadri@fuserecruitment.com Or apply to the role directly! We look forward to hearing from you.

At Fuse, we specialise in recruitment for the Wealth Management industry and actively source for a broad range of established clients. If you are a Financial Planning, Mortgage Broking professional looking for your next opportunity, I'd love to hear from you!

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