Job Description
Responsibilities:
- Maintain data to support process tracking, analysis, insights and oversight across functions in Australia.
- Liaise with stakeholders to enhance controls within commonly used Wealth Management Tools.
- Provide support on Change Projects, presentations, data remediation and procedures.
- Conduct ad-hoc data analysis and implement data remediation actions as required.
- Support Head of Account Management with enhancing regulatory reviews and processes that require Adviser engagement and client outreach.
Knowledge / Skills
- Strong MS Excel skills.
- Strong knowledge of VBA – experience building dashboards and tracking using VBA.- REQUIRED
- High attention to detail and an analytical mindset.
- Self-motivated and enthusiastic.
- Ability to adapt and work efficiently in a fast-paced environment.
- Ability to work both independently and as part of a broader team.
- Strong communication skills, both written and oral.
Education and Experience
- Bachelor’s degree required or equivalent education or experience.
- 1-3 years plus relevant working experience in the financial services industry preferred.
- Ideally with previous experience in role that required data analysis
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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