Senior Sales Operations Analyst (Team Lead)

Senior Sales Operations Analyst (Team Lead)- Sydney CBD

We're currently looking for a detailed-oriented Senior Sales Operations Analyst to join a collaborative and inclusive team in Sydney. You will represent one of Australia's most well-respected investment trading platforms experiencing accelerated growth due to recent business acquisitions. As the Senior Sales Operations Analyst, you will be given the opportunity to grow your career within the organization and be presented leadership career opportunities.

Responsibilities

  • Coach and mentor the Operations Team on AML and ensure account applications are approved and open funded trading accounts
  • Reviewing and processing outstanding client charges, including the execution of currency conversions where necessary and sending order confirmations to clients upon the successful execution and reconciliation of trades
  • Process cash transfers and liaise with 3rd party brokers to ensure settlements of stocks
  • Display first class service and handle client escalations in a timely manner
  • Streamline equities position holding transfers and complete transfers
  • Generate reports and metrics for key stakeholders
  • Process outstanding client charges, including the execution of currency conversions where necessary and sending order confirmations to clients upon the successful execution and reconciliation of trades
  • Collaborate with advisers, marketing, administration, and operations on processes


Ideal Candidate

  • At least 1 year experience as a team lead, coaching at least 3 team members
  • 3+ years' experience working with local equity markets and in operations
  • Immaculate communication skills, both written and verbal
  • Experience in AML, Onboarding, Equity Trades
  • Excellent attention to detail
  • Autonomous and comfortable with ambiguity
  • Organised and strong ability to multi-task
  • Energetic, social, and strong work ethic
  • Proficient in Excel, Outlook, and other Microsoft Suite Products
  • Self-motivated and confident when dealing with senior members of the firm
  • Ability to work in a high-pressure environment
  • SQL knowledge is a plus


Benefits

  • Career progression opportunities in a one of the fastest growing Fintechs in Australia
  • You will be given ownership for your responsibilities and be given a lot of freedom to succeed
  • Award winning technology
  • Supportive and collaborative team
  • Fun, vibrant working environment with approachable leaders
  • Company outings
  • Snacks and Friday pizza


If you have experience working for an Online Trading Platform, Banking or Trading, we're interested in speaking with you. Please APPLY NOW by clicking on the apply button. For a confidential chat, you can ring Felipe Gamez on 02 9431 6549.