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Investment Operations & Services - Improvements

Melbourne Temporary View Job Description
This role focuses on driving process improvements and delivering effective investment operations and client solutions in the financial services industry. Based in Melbourne, it offers a chance to contribute to accounting and finance operations on a temporary basis.There may be a opportunity to transition to permanent.
  • Hybrid working arrangement, opportunity to transition to perm
  • ASX Listed FinTech

About Our Client

As a high-growth ASX-listed fin-tech, the business continues to scale quickly, strengthening its position within the financial services sector while offering the opportunity to be part of an exciting growth journey in Melbourne.

Job Description

Responsibilities include (not limited to):

  • Core client onboarding processes are clearly defined, documented, and consistently applied across the business.
  • AML/KYC requirements are embedded within onboarding workflows, ensuring a compliant and streamlined client experience.
  • Operational inefficiencies, processing errors, and escalations are reduced through improved process controls and standardisation.
  • Comprehensive procedures, guidance materials, and knowledge resources are established to support onboarding teams.
  • Continuous improvement initiatives are identified, prioritised, and successfully transitioned into business-as-usual operations.
  • Enhanced onboarding quality, consistency, and operational efficiency, resulting in improved client and stakeholder outcomes.



The Successful Applicant

  • Previous experience within customer operations, onboarding, AML/CTF, KYC, or broader compliance-focused environments.
  • Strong capability in process mapping, workflow design, and business process improvement initiatives.
  • Proven ability to analyse, document, and optimise operational processes to drive efficiency and control.
  • Sound understanding of risk and control frameworks, regulatory compliance requirements, and governance obligations
  • Experience working within highly regulated financial services environments, with the ability to balance customer outcomes and compliance requirements.

What's on Offer

  • Opportunity to work in Melbourne within the FinTech environment
  • Temporary role with a focus on impactful process improvements.



Contact
Matthew Roberts
Quote job ref
JN-082026-7090393
Phone number
+(61) 466534135

Job summary

Function
Banking & Financial Services
Specialisation
Back Office Operations & Trade Support
Industry
Financial Services
Location
Melbourne
Job Type
Temporary
Consultant name
Matthew Roberts
Consultant phone
+(61) 466534135
Job Reference
JN-082026-7090393

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know. Michael Page acknowledge and pay our respects to the Traditional Custodians of the land we operate on.