Operations Manager

vor 2 Wochen

City of Melbourne, Österreich Australian Wealth Solutions Vollzeit

Australian Wealth Solutions (AWS) is a boutique financial advice and wealth management firm committed to delivering high-quality, unparalleled service provision to our family groups. We are seeking a detail-oriented Operational Manager to lead and manage our client services, paraplanning, and offshore teams. This role is pivotal in ensuring operational excellence, compliance, and seamless service delivery across all facets of the firm. Role Description As the Operational Manager, you will oversee the day-to-day operations of the firm’s ‘back office’ teams. You will be entrusted with ensuring compliance objectives are satisfied, and client service delivery is always maintained. You will be tasked with implementing best practices, managing workflow, and driving continuous improvement across our business. Qualifications Prior experience managing or working closely with management in a financial services firm – preferably a financial planning or wealth management firm. Experience in financial services operations. Excellent communication skills. Confident communicator, who can liaise effectively with clients, colleagues, and key stakeholders. Excellent organisational and multi-tasking skills with strong attention to detail. Strong understanding of financial advice processes. Familiarity with compliance and regulatory requirements in the Australian financial services industry. A qualification relevant to business management or business administration. Prior experience with Microsoft Office, such as: Word, Excel, PowerPoint (essential). Seniority level Mid-Senior level Employment type Full-time Job function Management and Manufacturing #J-18808-Ljbffr

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