Senior Reconciliation & Control Analyst

• Join a diverse and high performing team with flexible work culture
• 12 months Max Term Full-Time contract
• Location NSW and VIC

The opportunity to join our team

The Fund Bank Integrity team provides a specialist function within Fund Accounting and Operations in the oversight of monies in and out of wealth accounts. This ensures various superfunds/trusts regulatory requirements are met with respect to financial reporting and operating control obligations.

Key Responsibilities:

• Enabling the Fund Banking Integrity team to achieve timely reconciliation of customer money
• Equip the Fund Banking Integrity team with investigation skills to effectively identify root cause of unreconciled customer money
• Open communication channels and regular forums with key stakeholders to manage the timely resolution of unreconciled customer money
• Supporting enterprise projects with subject matter expertise to drive high quality outcomes
• Support the Manager in implementing strategic change to create efficiencies and improve controls within the team
• Evidencing the operational effectiveness of key controls

What you will bring

• Degree Qualified or high level of industry operational experience, preferred CA/CPA qualification (or studying towards)
• 3+ years’ experience
• Advanced skills in Microsoft office products
• Strong analytical and technical skills, an ability to achieve specified outcomes within defined parameters, have influencing skills and an ability to work effectively within a team environment
• Knowledge of reconciliation software and functions in the context of financial services industry (large volume transactions).   
• Experience in wealth management / financial services industry desirable
• Investment expertise –maintains an understanding of the asset management industry, superannuation industry and different securities and financial products and how they support investor goals
• Growth mindset and embracing of change
• Preferred familiarity with financial regulations

Make your move. Make your mark.

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.

Showing up for every Australian

We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.

To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.