Operations Administrator | Financial Services
- Manage day-to-day operational administration across a portfolio of active client matters.
- Prepare invoices, credit notes and related financial documentation.
- Identify process improvements and help keep workflows efficient as volumes grow.
Kennedy Reid is partnering with a confidential financial-services client to appoint a highly organised Operations Administrator.
This is a discreet search. The client's identity and fuller business context will be shared with suitably aligned candidates during the recruitment process.
The opportunity
This is not a pure data-entry role. You will take ownership of a busy, detail-sensitive operational portfolio, ensuring documentation, financial administration and stakeholder activity are accurate, current and moving.
The role will suit someone who enjoys bringing order to complex workflows, spots issues before they become problems, and can balance accuracy with responsive client service.
Key responsibilities
- Manage day-to-day operational administration across a portfolio of active client matters.
- Review incoming requests, prepare documentation and coordinate required approvals or execution.
- Process amendments, renewals, closures and other changes accurately and on time.
- Prepare invoices, credit notes and related financial documentation.
- Assist with receivables, payment follow-up, reconciliations and regular reporting.
- Maintain accurate records across internal systems and document-management platforms.
- Act as a professional point of contact for clients, partners and internal stakeholders.
- Identify process improvements and help keep workflows efficient as volumes grow.
What you will bring
- 3-5 years' experience in operations or administration within banking, insurance or financial services.
- Exposure to invoicing, receivables, reconciliations or financial administration.
- A strong eye for detail and the confidence to question information that does not look right.
- Experience managing high-volume, time-sensitive workflows.
- Clear written and verbal communication with clients and stakeholders.
- Strong Excel, Outlook and systems capability.
- A proactive, commercially minded approach to problem-solving.
Relevant backgrounds may include financial-services operations, insurance administration, banking, credit or lending operations, commercial property administration or another structured, client-facing commercial environment.
Apply today or send your CV to alex.sacro@kennedyreid.com.au
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