client and operational reporting analyst in Melbourne CBD

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job details

melbourne cbd, victoria
banking & financial services
job type
working hours
reference number
hannah ebers, randstad
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job description

Company Overview

This is an exciting and unique opportunity to work for an industry leader within Wealth Management, based in Melbourne CBD. Due to business growth this newly created team, will see you working closely with their Operation teams to help ensure a superior client interaction is provided. Day to day this role will see reporting on key metrics, analysing trends and looking at process improvements.

Key Responsibilities

  • Manage reporting across key business operational metrics
  • Act as a point of contact for escalation and advice to the operational team members and leaders
  • Provide full investigation and reporting on issues
  • Daily and ad-hoc reporting on business risks and controls
  • Promote best practice across business operational business units
  • Monitor and identify trends
  • Build knowledge on risks, controls and governance within operations and focus on process improvements
  • Pro-actively drive process improvement

Key Requirements

  • 3-5 years experience working in wealth management
  • Working knowledge of operational risk and controls within Financial Services
  • Understanding of internal and external regulatory/compliant obligations and Governance programs
  • Superior communication – written, verbal and influencing skills
  • Strong reporting and analytical skills
  • Excellent time management and the ability to perform under pressure
  • Ability to motivate and work as part of a team as well as act autonomously
  • Relevant degree or qualifications

To Apply
Please follow the links to apply online, due to the overwhelming response, please appreciate that only successful candidates will be contacted to progress to the next stage.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.


reporting, process improvement, analysis



educational requirements

Bachelor Degree