Skip to main content

Operations Administrator - Operations

About the Opportunity

Working collaboratively within the Operations team as an Operations officer, you will provide ongoing administrative support to both domestic and international equity and option accounts. The Operations Officer acts as a liaison between clearing and settlement agents and the Private Client and Institutional teams.

Key Responsibilities

  • Review new account documentation for accuracy and perform anti-money laundering (AML) verification
  • Finalise account setup and activation for domestic equity accounts
  • Review and process account maintenance requests and perform signature verification where required
  • Monitor failed trades and assist with ensuring timely settlement
  • Liaise between clearing agent and Private Wealth Management (PWM) team for settlement differences, missing SRNs and unmatched DVP messages
  • Review and approval of certain trade rebookings and BPAY payments for corporate actions
  • Submit instructions to clearing agent for takeovers, buybacks etc
  • Ensure timely settlement and provide reporting on status to key stakeholders
  • Review and approval of outgoing security/HIN transfers, CHESS conversions and off market transfers
  • Assist with managing team inbox and answering queries in relation to account activity
  • Scan and upload account documentation to relevant platforms

Your Skills

  • Minimum 1 years’ experience in an administration role preferably within financial services
  • Be proficient in Microsoft Office (Outlook, Word, Excel and PowerPoint)
  • Contribute collaboratively to a team environment as well as work well autonomously 
  • Strong attention to detail and ability to handle multiple tasks and prioritise these effectively.

Our Benefits 

  • Attractive salary package and bonus structure
  • One-on-one mentoring with senior staff
  • Professional and friendly working environment
  • Regular social events sponsored by Evans Dixon
  • Modern office in a convenient location
  • Free healthy breakfast daily     
  • Generous annual fitness rebate
  • Access to discounted financial services for you and your family

About Evans Dixon

Evans Dixon is a holistic wealth management business in Australia, operating through Dixon Advisory, Evans & Partners, and Walsh & Company. Together, these well established and values-driven businesses have more than $20 billion in funds under advice, execution and administration, 700 staff, 8,000 members and 7 offices across Melbourne, Sydney, Canberra, Brisbane and New York.

Apply now

Location Company Number of positions
Melbourne Evans Dixon 1
One file only. 2 MB limit. Allowed types: pdf doc docx.
One file only. 2 MB limit. Allowed types: pdf doc docx.
One file only. 2 MB limit. Allowed types: pdf doc docx.