- Assist teams across trading, settlements, and reconciliations.
- Deliver accurate business and management reporting.
- Liaise with external service providers to support operational tasks.
Sydney
Wealth Management
Contract or Temporary
We are working with a leading global financial services firm that is widely recognised across investment banking, investment management, and wealth management. With offices in over 40 countries, this organisation is known for delivering world-class solutions and service to clients around the globe.
Position Summary
This 12-month contract role sits within the firm’s equity compensation business during a key transition period to an external service provider. You will play a vital role in ensuring smooth operations and continuity of service, assisting teams across trading, settlements, and reconciliations, while also supporting broader administrative and reporting functions.
Prior experience in Equity Markets, Employee Share Plans or Wealth Management is required.
Key Responsibilities
- Liaise with external service providers to support operational tasks and data extracts.
- Deliver accurate business and management reporting, along with essential administrative support.
- Assist trading, settlements, and reconciliation teams with daily workflow.
- Provide flexible support across multiple functions during the transition period.
- Track and resolve queries, escalating issues where appropriate.
- Build effective relationships with internal teams, global colleagues, and external providers.
- Follow compliance and audit processes, escalating risks as required.
Required Qualifications & Skills
- 2–3 years’ experience in financial services operations.
- Strong written and verbal communication skills.
- High attention to detail and ability to prioritise competing tasks.
- Proactive, adaptable mindset with solid problem-solving skills.
- Experience collaborating with offshore colleagues across time zones.
- Proficiency with common office technology and reporting tools.
What’s on Offer
- A competitive hourly rate
- An initial 12-month contract within a global financial leader.
- Exposure to equity compensation operations and the opportunity to work closely with global stakeholders.
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Skills
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