Operations Team Leader - Melbourne, Australia - LGT Crestone Wealth Management

LGT Crestone Wealth Management

Verified Company

Melbourne, Australia

1 week ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Min Experience- 10 yearsYour team

The Account & Transfer Services team consists of 13 people, all based in Melbourne
Part of the Operations team (45) including team leaders of Transaction Services, Corporate Actions, Business Improvement and Operations Manager Business Improvement
Our work includes onboarding new accounts, maintenance of existing accounts, transferring assets and reconciliations

Your Role

Management of Account & Transfer Service analysts including hiring, onboarding, training, objective setting, performance management and mentoring/career development
Manage daytoday operations of the team including management of workflow, operational approvals, daily reporting, reconciliations, and checklist completion
Support the Investment Advisers and Adviser Assistants in creating and maintaining client accounts, the transferring of assets and providing the best service possible
Partner with support functions across the business including Risk, Legal and Compliance, IPS, IT, Finance and HR to ensure information sharing, clarity of process and identify opportunities for improvement
Work closely with the Operations Managers of Service Delivery & Business Improvement and the Head of Operations on identifying team development and operational resource planning requirements to ensure Operations is positioned to meet and exceed client needs
Serves as a point of escalation
Identifies opportunities for optimising business productivity
Implementation of process management and improvement initiatives, ensuring all operational processes are maintained with uptodate procedures
Act as a key influencer driving productivity, efficiency, and effectiveness initiatives
Acting with integrity and high standards of conduct to provide compliant and customer centric operational support
Liaison with custodians and business partners
Actively manage team risk profile by reviewing and enhancing controls, coaching team members on their understanding and purpose of controls and incident reduction
Ensure adherence to Corporate Risk Policy, Standard Operating Procedures, relevant legislation, and regulatory requirements

Your skills & experience

Minimum 10 years' experience in Operations within Financial Services
Minimum 5 years' experience managing a large team (10+)
A good understanding and prior experience of onboarding and AML/CTF
A good understanding and knowledge of Australian & International Financial Markets, Managed Funds, Listed/Unlisted Assets and Custodial Structures
Proven ability to work within a team structure with an accountability to motivate other to achieve excellence
Business analysis/process change management experience

Your role competencies

Excellent communication skills
Committed with a high level of drive, resilience, and enthusiasm
Results oriented and thrives in a fastpaced environment
Pragmatic
Flexible and scalable
Strong natural leadership qualities including excellent interpersonal, negotiation, and influencing skills leading to trusting relationship with business partners and their teams
Logical and methodical
Resourceful, selfstarter
High level of attention to detail, accuracy and a focus on compliance and driven in providing high quality standards of work
Assertiveness
Analytical, inquisitive with demonstrated problem solving skills
Sound judgement with critical thinking
Professionalism and strong diplomacy
Exceptional prioritisation skills and able to multitask effectively in a fastpaced environment
Has the ability to work across the organisation to find appropriate, clientfriendly resolutions while following regulatory guidelines and mitigating risk
Change agent who can work effectively and collaboratively in a team environment and with staff at all levels across all areas of the organisation